+721.7%
MGRC vs VT
+346.0%
+375.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.2% |
| 7D | +5.7% | -2.3% | +8.0% | +8.3% |
| 30D | +9.9% | -5.0% | +14.9% | +15.9% |
| 3M | +3.1% | -4.9% | +8.0% | +8.6% |
| 6M | +11.5% | -1.5% | +13.1% | +12.6% |
| YTD | +21.2% | +8.5% | +12.7% | +9.4% |
| 1Y | +20.1% | +11.4% | +8.7% | +5.5% |
| 3Y | +29.2% | +70.1% | -40.8% | -29.1% |
| 5Y | +73.3% | +53.7% | +19.6% | +3.7% |
| 10Y | +388.3% | +220.0% | +168.3% | +28.6% |
| All | +721.7% | +346.0% | +375.7% | +37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling