+2,876.4%
MGRT vs VT
+27.3%
+2,849.1%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +14.0% | +0.4% | +13.5% | +14.1% |
| 30D | +20.2% | +1.0% | +19.2% | +20.6% |
| 3M | +53.2% | +2.4% | +50.9% | +56.5% |
| 6M | +1,357.6% | +12.0% | +1,345.6% | +1,173.3% |
| YTD | +1,410.0% | +15.3% | +1,394.6% | +1,319.1% |
| 1Y | +3,140.0% | +22.6% | +3,117.4% | +3,054.1% |
| All | +2,876.4% | +27.3% | +2,849.1% | +2,891.2% |
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