-7.4%
MGTX vs VT
+153.7%
-161.1%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +0.5% | +0.4% | +0.1% | -0.2% |
| 30D | +10.7% | +1.0% | +9.7% | +9.1% |
| 3M | +45.1% | +2.4% | +42.8% | +40.5% |
| 6M | +87.4% | +12.0% | +75.4% | +61.5% |
| YTD | +74.7% | +15.3% | +59.4% | +44.7% |
| 1Y | +79.9% | +22.6% | +57.3% | +37.9% |
| 3Y | +118.1% | +74.7% | +43.4% | +6.4% |
| 5Y | +12.4% | +66.1% | -53.8% | -40.4% |
| All | -7.4% | +153.7% | -161.1% | -72.4% |
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