-29.3%
MAGN vs VT
+74.4%
-103.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.1% |
| 7D | +9.8% | -0.1% | +10.0% | +10.2% |
| 30D | +13.5% | -3.1% | +16.5% | +20.0% |
| 3M | -0.4% | -3.5% | +3.1% | +6.1% |
| 6M | +8.0% | +0.5% | +7.6% | +5.7% |
| YTD | -13.8% | +10.8% | -24.6% | -30.3% |
| 1Y | +45.0% | +11.9% | +33.1% | +14.9% |
| 3Y | -29.3% | +73.0% | -102.3% | -85.8% |
| All | -29.3% | +74.4% | -103.8% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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