+43.7%
MGNR vs VT
+18.7%
+25.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.3% |
| 7D | -1.7% | -2.0% | +0.3% | +0.8% |
| 30D | +3.2% | -1.4% | +4.6% | +5.0% |
| 3M | +8.4% | +4.7% | +3.7% | +2.0% |
| 6M | +7.1% | +11.4% | -4.2% | -6.0% |
| YTD | +23.8% | +13.1% | +10.8% | +5.9% |
| 1Y | +43.7% | +19.0% | +24.7% | +12.9% |
| All | +43.7% | +18.7% | +25.0% | +12.9% |
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 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