+2,997.1%
MGRT vs VT
+22.3%
+2,974.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.3% |
| 7D | -1.4% | -0.1% | -1.2% | -1.2% |
| 30D | +15.7% | -3.1% | +18.7% | +15.3% |
| 3M | +24.9% | -3.5% | +28.4% | +24.5% |
| 6M | -14.5% | +0.5% | -15.0% | -12.8% |
| YTD | +1,471.2% | +10.8% | +1,460.5% | +1,369.3% |
| 1Y | +1,743.7% | +11.9% | +1,731.9% | +1,729.9% |
| All | +2,997.1% | +22.3% | +2,974.8% | +2,997.1% |
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