-82.1%
MGNX vs VT
+65.7%
-147.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.2% | -3.8% |
| 7D | -4.9% | -0.1% | -4.7% | -4.7% |
| 30D | +0.7% | -0.7% | +1.4% | +1.9% |
| 3M | +5.1% | +4.0% | +1.1% | -1.6% |
| 6M | +74.2% | +12.3% | +61.9% | +43.5% |
| YTD | +155.3% | +14.0% | +141.3% | +104.7% |
| 1Y | +137.6% | +20.3% | +117.3% | +73.6% |
| 3Y | -19.7% | +75.4% | -95.2% | -67.2% |
| 5Y | -82.1% | +66.0% | -148.1% | -91.9% |
| All | -82.1% | +65.7% | -147.8% | -91.9% |
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