+99.8%
MGTX vs VT
+74.1%
+25.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +1.4% |
| 7D | +1.8% | +0.4% | +1.5% | +1.6% |
| 30D | -11.2% | -2.6% | -8.6% | -7.1% |
| 3M | -27.4% | -3.2% | -24.2% | -23.4% |
| 6M | -3.4% | +0.9% | -4.3% | -4.3% |
| YTD | +19.4% | +11.3% | +8.1% | +2.3% |
| 1Y | +12.0% | +14.0% | -2.0% | -7.2% |
| 3Y | +99.8% | +75.8% | +23.9% | -31.6% |
| All | +99.8% | +74.1% | +25.7% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling