+89.0%
MGY vs VEU
+55.0%
+34.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.6% |
| 7D | +3.5% | -1.4% | +5.0% | +4.7% |
| 30D | +5.3% | -0.4% | +5.7% | +5.5% |
| 3M | +2.6% | +2.5% | +0.1% | -0.1% |
| 6M | -3.3% | +11.1% | -14.4% | -14.4% |
| YTD | +29.2% | +16.5% | +12.7% | +8.0% |
| 1Y | +18.0% | +22.9% | -4.9% | -7.0% |
| 3Y | +30.0% | +73.4% | -43.4% | -30.8% |
| All | +89.0% | +55.0% | +34.1% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling