+306.0%
MFG vs VT
+66.2%
+239.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +5.5% | +0.4% | +5.1% | +5.1% |
| 30D | +5.0% | +1.0% | +4.0% | +4.0% |
| 3M | +14.7% | +2.4% | +12.3% | +12.3% |
| 6M | +36.8% | +12.0% | +24.8% | +23.6% |
| YTD | +53.4% | +15.3% | +38.1% | +35.2% |
| 1Y | +71.7% | +22.6% | +49.1% | +43.6% |
| 3Y | +254.1% | +74.7% | +179.4% | +128.8% |
| All | +306.0% | +66.2% | +239.9% | +167.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling