+3,094.4%
MGRT vs VT
+20.4%
+3,073.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.2% |
| 7D | +12.4% | -0.1% | +12.5% | +12.3% |
| 30D | +24.9% | -0.7% | +25.5% | +24.7% |
| 3M | +49.4% | +4.0% | +45.4% | +53.0% |
| 6M | +1,321.7% | +12.3% | +1,309.4% | +1,177.4% |
| YTD | +1,471.2% | +14.0% | +1,457.2% | +1,356.3% |
| 1Y | +3,094.4% | +20.3% | +3,074.1% | +3,626.6% |
| All | +3,094.4% | +20.4% | +3,073.9% | +3,626.6% |
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