+18.7%
MEGI vs VT
+60.7%
-42.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.6% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | +6.2% | -2.6% | +8.8% | +8.0% |
| 3M | -2.3% | -3.2% | +1.0% | -0.3% |
| 6M | -0.2% | +0.9% | -1.2% | -1.2% |
| YTD | +14.6% | +11.3% | +3.2% | +5.9% |
| 1Y | +14.5% | +14.0% | +0.5% | +4.1% |
| 3Y | +74.4% | +75.8% | -1.4% | +14.7% |
| 5Y | +18.4% | +57.8% | -39.4% | -21.1% |
| All | +18.7% | +60.7% | -42.0% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling