+277.9%
MGNI vs VT
+221.8%
+56.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.4% |
| 7D | +6.9% | +2.4% | +4.6% | +2.3% |
| 30D | +22.7% | -1.5% | +24.2% | +24.4% |
| 3M | +19.2% | -4.1% | +23.3% | +27.3% |
| 6M | +126.9% | +0.6% | +126.3% | +117.6% |
| YTD | +80.5% | +11.0% | +69.4% | +39.6% |
| 1Y | +105.8% | +13.3% | +92.5% | +52.5% |
| 3Y | +320.8% | +73.4% | +247.4% | +35.5% |
| 5Y | +27.1% | +57.4% | -30.4% | -45.2% |
| All | +277.9% | +221.8% | +56.2% | -28.4% |
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