-93.2%
MGX vs VT
+54.4%
-147.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.5% |
| 7D | -7.9% | -0.1% | -7.8% | -7.5% |
| 30D | -30.0% | -3.1% | -26.9% | -27.1% |
| 3M | -43.1% | -3.5% | -39.6% | -40.5% |
| 6M | -50.4% | +0.5% | -50.8% | -50.9% |
| YTD | -56.8% | +10.8% | -67.6% | -62.0% |
| 1Y | -67.4% | +11.9% | -79.3% | -71.6% |
| All | -93.2% | +54.4% | -147.7% | -95.9% |
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