+17.0%
MGEE vs VT
+69.7%
-52.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +8.9% | -2.3% | +11.2% | +9.6% |
| 30D | +14.0% | -5.0% | +19.0% | +15.6% |
| 3M | -0.1% | -4.9% | +4.8% | +1.3% |
| 6M | +0.6% | -1.5% | +2.2% | +0.7% |
| YTD | +4.3% | +8.5% | -4.2% | +0.5% |
| 1Y | -1.6% | +11.4% | -12.9% | -6.3% |
| 3Y | +17.0% | +70.1% | -53.0% | -18.4% |
| All | +17.0% | +69.7% | -52.7% | -18.4% |
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 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