+6,371.2%
MU vs VGT
+2,283.9%
+4,087.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.6% |
| 7D | +9.0% | +1.0% | +8.0% | +7.4% |
| 30D | +13.8% | +1.3% | +12.5% | +11.8% |
| 3M | +2.1% | -1.1% | +3.2% | +8.6% |
| 6M | +153.8% | +32.6% | +121.2% | +81.4% |
| YTD | +256.4% | +29.0% | +227.4% | +166.0% |
| 1Y | +719.8% | +39.7% | +680.1% | +457.4% |
| 3Y | +1,360.4% | +120.9% | +1,239.4% | +448.4% |
| 5Y | +1,312.4% | +133.6% | +1,178.9% | +380.8% |
| 10Y | +6,142.6% | +792.6% | +5,350.0% | +181.0% |
| All | +6,371.2% | +2,283.9% | +4,087.3% | -19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling