+719.8%
MU vs VGT
+40.8%
+679.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.4% |
| 7D | +9.0% | +1.0% | +8.0% | +6.6% |
| 30D | +13.8% | +1.3% | +12.5% | +10.4% |
| 3M | +2.1% | -1.1% | +3.2% | +8.6% |
| 6M | +153.8% | +32.6% | +121.2% | +56.9% |
| YTD | +256.4% | +29.0% | +227.4% | +135.5% |
| 1Y | +719.8% | +39.7% | +680.1% | +395.5% |
| All | +719.8% | +40.8% | +679.0% | +395.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling