-97.9%
MGN vs VT
+20.3%
-118.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3,754.1% | +0.6% | +3,753.5% | +3,747.2% |
| 7D | +3,754.1% | +0.6% | +3,753.5% | +3,747.2% |
| 30D | -28.6% | +1.0% | -29.6% | -50.5% |
| 3M | -31.7% | +2.4% | -34.1% | -53.6% |
| 6M | -96.6% | +12.0% | -108.6% | -97.6% |
| YTD | -93.5% | +15.3% | -108.8% | -95.9% |
| All | -97.9% | +20.3% | -118.3% | -98.8% |
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