+1,847.2%
MGRT vs VT
+11.9%
+1,835.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.1% |
| 7D | -1.9% | +2.4% | -4.3% | -0.7% |
| 30D | +13.2% | -1.5% | +14.7% | +12.6% |
| 3M | +19.2% | -4.1% | +23.3% | +16.6% |
| 6M | -17.0% | +0.6% | -17.6% | -13.8% |
| YTD | +1,471.2% | +11.0% | +1,460.2% | +1,505.0% |
| 1Y | +1,847.2% | +13.3% | +1,833.8% | +2,628.2% |
| All | +1,847.2% | +11.9% | +1,835.3% | +2,628.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling