-57.0%
MGIH vs VT
+79.2%
-136.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +13.0% | +2.4% | +10.7% | +11.3% |
| 30D | -3.5% | -1.5% | -2.0% | -2.4% |
| 3M | -12.1% | -4.1% | -8.0% | -9.7% |
| 6M | -22.9% | +0.6% | -23.5% | -23.4% |
| YTD | +11.3% | +11.0% | +0.3% | +3.1% |
| 1Y | -8.6% | +13.3% | -22.0% | -17.0% |
| 3Y | +30.2% | +73.4% | -43.2% | -3.3% |
| All | -57.0% | +79.2% | -136.2% | -67.4% |
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 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