-29.0%
MAGN vs VT
+74.0%
-103.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.0% |
| 7D | +2.4% | +2.4% | +0.1% | -1.6% |
| 30D | +19.4% | -1.5% | +20.9% | +22.5% |
| 3M | +3.9% | -4.1% | +8.0% | +12.0% |
| 6M | +20.7% | +0.6% | +20.2% | +18.1% |
| YTD | -16.5% | +11.0% | -27.5% | -32.8% |
| 1Y | +39.2% | +13.3% | +25.9% | +7.4% |
| 3Y | -29.0% | +73.4% | -102.4% | -85.7% |
| All | -29.0% | +74.0% | -103.0% | -85.7% |
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