+435.3%
MGK vs VT
+223.7%
+211.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.2% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | -8.9% | -2.6% | -6.3% | -5.9% |
| 3M | -5.2% | -3.2% | -1.9% | -1.3% |
| 6M | -2.2% | +0.9% | -3.1% | -3.0% |
| YTD | +4.5% | +11.3% | -6.8% | -7.6% |
| 1Y | +5.9% | +14.0% | -8.1% | -9.0% |
| 3Y | +83.2% | +75.8% | +7.3% | -3.9% |
| 5Y | +70.5% | +57.8% | +12.6% | +2.4% |
| 10Y | +435.3% | +219.8% | +215.5% | +59.1% |
| All | +435.3% | +223.7% | +211.6% | +59.1% |
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