+2,396.1%
MUU vs VGT
+64.4%
+2,331.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -5.6% |
| 7D | -8.2% | -0.2% | -8.1% | -7.6% |
| 30D | +10.2% | -0.4% | +10.6% | +12.5% |
| 3M | -26.5% | +4.4% | -30.9% | -25.2% |
| 6M | +227.2% | +32.1% | +195.2% | +80.5% |
| YTD | +527.4% | +28.8% | +498.6% | +290.2% |
| 1Y | +1,843.7% | +35.3% | +1,808.3% | +1,041.0% |
| All | +2,396.1% | +64.4% | +2,331.7% | +984.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling