+31.0%
MGA vs VT
+75.0%
-44.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +4.6% | +0.4% | +4.1% | +4.0% |
| 30D | -3.3% | +1.0% | -4.3% | -4.4% |
| 3M | +1.8% | +2.4% | -0.6% | -1.0% |
| 6M | +12.8% | +12.0% | +0.8% | -1.4% |
| YTD | +32.2% | +15.3% | +16.8% | +11.4% |
| 1Y | +55.3% | +22.6% | +32.8% | +21.5% |
| All | +31.0% | +75.0% | -44.0% | -39.0% |
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 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