-53.3%
MGIH vs VT
+85.2%
-138.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.3% |
| 30D | -1.6% | -0.2% | -1.4% | -1.5% |
| 3M | +2.0% | +4.5% | -2.5% | -1.0% |
| 6M | +6.4% | +14.1% | -7.7% | -3.1% |
| YTD | +21.0% | +14.8% | +6.2% | +9.6% |
| 1Y | -33.6% | +21.2% | -54.8% | -42.4% |
| 3Y | -23.1% | +76.6% | -99.6% | -41.9% |
| All | -53.3% | +85.2% | -138.5% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling