+5,065.2%
MU vs VGT
+2,138.1%
+2,927.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.9% | +9.0% | +7.6% |
| 7D | +2.0% | -1.6% | +3.6% | +6.1% |
| 30D | -18.0% | -10.1% | -7.8% | -2.1% |
| 3M | -6.6% | -5.3% | -1.3% | +3.6% |
| 6M | +2.0% | +0.2% | +1.8% | +9.9% |
| YTD | +184.5% | +21.1% | +163.4% | +138.3% |
| 1Y | +236.9% | +18.2% | +218.7% | +195.5% |
| 3Y | +987.0% | +107.4% | +879.5% | +359.9% |
| 5Y | +1,014.6% | +111.5% | +903.1% | +350.5% |
| 10Y | +4,609.2% | +735.5% | +3,873.7% | +138.8% |
| All | +5,065.2% | +2,138.1% | +2,927.1% | -27.5% |
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 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