+2,538.2%
MUU vs VGT
+64.3%
+2,473.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.3% |
| 7D | +13.9% | +1.8% | +12.1% | +6.4% |
| 30D | +24.8% | -0.3% | +25.1% | +27.2% |
| 3M | -15.7% | +3.4% | -19.1% | -9.6% |
| 6M | +338.9% | +35.0% | +303.9% | +126.0% |
| YTD | +563.2% | +28.8% | +534.4% | +312.3% |
| 1Y | +2,577.5% | +38.0% | +2,539.5% | +1,385.1% |
| All | +2,538.2% | +64.3% | +2,473.9% | +1,045.6% |
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