-99.3%
MGRX vs VT
+91.1%
-190.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.9% | +1.8% |
| 7D | +8.3% | -0.1% | +8.5% | +8.5% |
| 30D | -30.1% | -0.7% | -29.4% | -29.5% |
| 3M | +22.0% | +4.0% | +18.0% | +14.6% |
| 6M | +19.9% | +12.3% | +7.6% | +5.7% |
| YTD | -43.8% | +14.0% | -57.8% | -50.6% |
| 1Y | -81.9% | +20.3% | -102.2% | -84.7% |
| 3Y | -97.7% | +75.4% | -173.1% | -98.0% |
| All | -99.3% | +91.1% | -190.4% | -99.3% |
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