+26.8%
MGIH vs VT
+74.1%
-47.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.1% |
| 7D | -11.5% | +0.4% | -11.9% | -11.6% |
| 30D | -14.0% | -2.6% | -11.4% | -12.3% |
| 3M | -19.3% | -3.2% | -16.1% | -17.5% |
| 6M | -18.0% | +0.9% | -18.9% | -18.7% |
| YTD | -0.8% | +11.3% | -12.1% | -9.0% |
| 1Y | -20.6% | +14.0% | -34.6% | -29.0% |
| 3Y | +26.8% | +75.8% | -49.0% | +43.0% |
| All | +26.8% | +74.1% | -47.3% | +43.0% |
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