-97.9%
MGN vs VT
+20.3%
-118.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | 0.0% | -14.5% | -14.5% |
| 7D | -9.1% | +0.4% | -9.5% | -9.9% |
| 30D | -29.1% | +1.0% | -30.1% | -30.4% |
| 3M | -32.0% | +2.4% | -34.4% | -34.7% |
| 6M | -96.7% | +12.0% | -108.7% | -96.6% |
| YTD | -93.5% | +15.3% | -108.8% | -94.3% |
| All | -97.9% | +20.3% | -118.3% | -98.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling