+210.4%
MGY vs VIG
+204.3%
+6.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.6% |
| 7D | +3.5% | -1.1% | +4.6% | +4.8% |
| 30D | +5.3% | -2.7% | +8.0% | +8.5% |
| 3M | +2.6% | +2.5% | +0.1% | -0.8% |
| 6M | -3.3% | +9.2% | -12.5% | -13.9% |
| YTD | +29.2% | +9.8% | +19.4% | +14.1% |
| 1Y | +18.0% | +12.4% | +5.6% | +1.3% |
| 3Y | +30.0% | +55.9% | -25.9% | -23.6% |
| 5Y | +92.7% | +63.9% | +28.7% | +6.9% |
| All | +210.4% | +204.3% | +6.1% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling