+263.4%
MFG vs VT
+53.4%
+210.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -2.7% | -2.3% | -0.4% | -0.5% |
| 30D | -12.7% | -5.0% | -7.8% | -8.3% |
| 3M | -12.1% | -4.9% | -7.2% | -7.6% |
| 6M | +6.2% | -1.5% | +7.8% | +8.1% |
| YTD | +28.4% | +8.5% | +19.9% | +19.9% |
| 1Y | +40.1% | +11.4% | +28.7% | +27.9% |
| 3Y | +190.3% | +70.1% | +120.3% | +93.9% |
| All | +263.4% | +53.4% | +210.0% | +156.4% |
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