-40.0%
MGTX vs VT
+138.6%
-178.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.5% | +5.4% |
| 7D | -5.2% | -2.3% | -2.8% | -1.8% |
| 30D | -16.8% | -5.0% | -11.9% | -10.4% |
| 3M | -29.6% | -4.9% | -24.8% | -24.4% |
| 6M | -9.1% | -1.5% | -7.5% | -6.6% |
| YTD | +13.2% | +8.5% | +4.7% | +2.4% |
| 1Y | +7.0% | +11.4% | -4.4% | -6.4% |
| 3Y | +76.5% | +70.1% | +6.4% | -10.4% |
| 5Y | -56.5% | +53.7% | -110.2% | -74.3% |
| All | -40.0% | +138.6% | -178.6% | -80.5% |
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