-86.5%
MGNX vs VT
+226.9%
-313.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -2.2% |
| 7D | -6.6% | -2.0% | -4.6% | -3.9% |
| 30D | +1.3% | -1.4% | +2.7% | +3.4% |
| 3M | +2.6% | +4.7% | -2.1% | -3.9% |
| 6M | +15.7% | +11.4% | +4.4% | -0.5% |
| YTD | +146.6% | +13.1% | +133.5% | +107.4% |
| 1Y | +130.8% | +19.0% | +111.8% | +80.3% |
| 3Y | -22.5% | +73.9% | -96.4% | -62.7% |
| 5Y | -84.2% | +65.4% | -149.6% | -91.7% |
| All | -86.5% | +226.9% | -313.4% | -97.1% |
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