+2,423.9%
MUU vs VGT
+62.4%
+2,361.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -5.4% |
| 7D | +3.6% | -1.0% | +4.6% | +8.1% |
| 30D | +22.3% | -0.4% | +22.8% | +25.5% |
| 3M | -8.2% | +6.6% | -14.8% | -11.4% |
| 6M | +256.3% | +31.0% | +225.3% | +103.3% |
| YTD | +534.4% | +27.2% | +507.2% | +313.3% |
| 1Y | +2,163.5% | +34.5% | +2,129.0% | +1,272.0% |
| All | +2,423.9% | +62.4% | +2,361.5% | +1,048.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling