+2,260.0%
VGT vs MDY
+730.5%
+1,529.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.8% |
| 7D | +1.5% | -0.8% | +2.2% | +2.2% |
| 30D | +0.5% | -3.9% | +4.4% | +4.0% |
| 3M | +5.3% | 0.0% | +5.3% | +5.5% |
| 6M | +32.4% | +8.5% | +23.9% | +23.9% |
| YTD | +28.6% | +13.2% | +15.4% | +16.0% |
| 1Y | +37.6% | +15.0% | +22.6% | +22.5% |
| 3Y | +125.5% | +49.6% | +75.9% | +60.6% |
| 5Y | +135.2% | +46.0% | +89.2% | +72.5% |
| 10Y | +812.9% | +176.4% | +636.5% | +287.8% |
| All | +2,260.0% | +730.5% | +1,529.5% | +295.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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