+800.0%
VGT vs MTZ
+773.6%
+26.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +0.3% |
| 7D | -0.2% | +1.4% | -1.5% | -0.6% |
| 30D | -0.4% | -14.5% | +14.0% | +3.6% |
| 3M | +4.4% | -32.9% | +37.4% | +14.5% |
| 6M | +32.1% | -20.8% | +52.9% | +37.7% |
| YTD | +28.8% | +10.6% | +18.2% | +22.2% |
| 1Y | +35.3% | +27.1% | +8.3% | +23.4% |
| 3Y | +124.8% | +166.1% | -41.4% | +64.4% |
| 5Y | +137.9% | +170.7% | -32.7% | +68.5% |
| All | +800.0% | +773.6% | +26.4% | +382.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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