-99.7%
MGRX vs VT
+86.1%
-185.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -15.9% |
| 7D | -20.5% | +2.4% | -22.9% | -22.2% |
| 30D | -52.7% | -1.5% | -51.2% | -51.7% |
| 3M | -70.9% | -4.1% | -66.8% | -69.5% |
| 6M | -54.4% | +0.6% | -55.0% | -55.3% |
| YTD | -79.1% | +11.0% | -90.1% | -81.0% |
| 1Y | -87.0% | +13.3% | -100.3% | -88.4% |
| 3Y | -97.6% | +73.4% | -171.0% | -98.0% |
| All | -99.7% | +86.1% | -185.8% | -99.7% |
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