+71.3%
MGEE vs VT
+215.5%
-144.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +8.9% | -2.3% | +11.2% | +10.4% |
| 30D | +14.0% | -5.0% | +19.0% | +17.7% |
| 3M | -0.1% | -4.9% | +4.8% | +3.0% |
| 6M | +0.6% | -1.5% | +2.2% | +1.0% |
| YTD | +4.3% | +8.5% | -4.2% | -2.5% |
| 1Y | -1.6% | +11.4% | -12.9% | -9.7% |
| 3Y | +17.0% | +70.1% | -53.0% | -22.1% |
| 5Y | +13.2% | +53.7% | -40.5% | -19.5% |
| All | +71.3% | +215.5% | -144.2% | -37.1% |
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