+69.4%
MGEE vs VT
+223.7%
-154.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.8% |
| 7D | +6.5% | +0.4% | +6.1% | +6.1% |
| 30D | +14.2% | -2.6% | +16.8% | +16.0% |
| 3M | -1.0% | -3.2% | +2.2% | +0.9% |
| 6M | +10.3% | +0.9% | +9.3% | +8.8% |
| YTD | +4.2% | +11.3% | -7.1% | -4.2% |
| 1Y | -1.4% | +14.0% | -15.4% | -11.0% |
| 3Y | +19.8% | +75.8% | -56.1% | -22.1% |
| 5Y | +14.7% | +57.8% | -43.1% | -19.9% |
| 10Y | +69.4% | +219.8% | -150.4% | -39.1% |
| All | +69.4% | +223.7% | -154.2% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling