-99.9%
MGN vs VT
+15.9%
-115.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.2% |
| 7D | -4.3% | +2.4% | -6.6% | -7.5% |
| 30D | +39.5% | -1.5% | +41.0% | +42.2% |
| 3M | -97.1% | -4.1% | -92.9% | -95.8% |
| 6M | -98.0% | +0.6% | -98.6% | -97.4% |
| YTD | -99.8% | +11.0% | -110.8% | -99.8% |
| 1Y | -99.8% | +13.3% | -113.2% | -99.8% |
| All | -99.9% | +15.9% | -115.8% | -99.9% |
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