-3.1%
MGY vs VIG
+9.7%
-12.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +0.7% |
| 7D | +1.5% | -1.2% | +2.7% | 0.0% |
| 30D | +6.8% | -2.8% | +9.7% | +3.2% |
| 3M | +2.6% | +2.5% | +0.1% | +5.1% |
| 6M | -3.1% | +8.1% | -11.2% | +8.1% |
| All | -3.1% | +9.7% | -12.8% | +8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling