-99.3%
MGRX vs VT
+93.3%
-192.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | +2.2% | +0.4% | +1.8% | +1.8% |
| 30D | -3.5% | +1.0% | -4.5% | -4.3% |
| 3M | +5.7% | +2.4% | +3.3% | +1.6% |
| 6M | +7.3% | +12.0% | -4.7% | -5.3% |
| YTD | -44.5% | +15.3% | -59.8% | -51.7% |
| 1Y | -81.5% | +22.6% | -104.1% | -84.5% |
| 3Y | -97.6% | +74.7% | -172.3% | -98.0% |
| All | -99.3% | +93.3% | -192.6% | -99.4% |
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