+89.0%
MGY vs VIG
+63.0%
+26.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.6% |
| 7D | +3.5% | -1.1% | +4.6% | +4.7% |
| 30D | +5.3% | -2.7% | +8.0% | +8.2% |
| 3M | +2.6% | +2.5% | +0.1% | -0.6% |
| 6M | -3.3% | +9.2% | -12.5% | -13.3% |
| YTD | +29.2% | +9.8% | +19.4% | +15.0% |
| 1Y | +18.0% | +12.4% | +5.6% | +2.1% |
| 3Y | +30.0% | +55.9% | -25.9% | -21.9% |
| All | +89.0% | +63.0% | +26.0% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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