+76.4%
MGRC vs VT
+57.0%
+19.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | +2.9% | +2.4% | +0.6% | +1.3% |
| 30D | +15.4% | -1.5% | +16.9% | +16.6% |
| 3M | +7.3% | -4.1% | +11.4% | +10.4% |
| 6M | +13.6% | +0.6% | +13.1% | +12.9% |
| YTD | +24.8% | +11.0% | +13.7% | +14.9% |
| 1Y | +28.7% | +13.3% | +15.4% | +16.9% |
| 3Y | +35.9% | +73.4% | -37.5% | -8.0% |
| All | +76.4% | +57.0% | +19.4% | +26.5% |
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