-99.9%
MGN vs VT
+13.2%
-113.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.9% | +6.8% |
| 7D | -8.7% | -2.3% | -6.4% | -5.9% |
| 30D | +7.1% | -5.0% | +12.1% | +15.2% |
| 3M | -97.2% | -4.9% | -92.3% | -95.9% |
| 6M | -98.0% | -1.5% | -96.4% | -97.2% |
| YTD | -99.8% | +8.5% | -108.3% | -99.7% |
| 1Y | -99.8% | +11.4% | -111.2% | -99.7% |
| All | -99.9% | +13.2% | -113.1% | -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 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