-52.3%
MGIH vs VT
+86.1%
-138.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -1.3% | +0.4% | -1.7% | -1.6% |
| 30D | +2.0% | +1.0% | +1.0% | +1.3% |
| 3M | +7.7% | +2.4% | +5.4% | +6.0% |
| 6M | +7.7% | +12.0% | -4.3% | -0.4% |
| YTD | +23.4% | +15.3% | +8.0% | +11.5% |
| 1Y | -28.5% | +22.6% | -51.1% | -38.4% |
| 3Y | -16.8% | +74.7% | -91.5% | -36.6% |
| All | -52.3% | +86.1% | -138.5% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling