+23.6%
MGY vs VT
+74.0%
-50.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +4.5% | +2.4% | +2.2% | +2.9% |
| 30D | -0.4% | -1.5% | +1.1% | +0.3% |
| 3M | -4.3% | -4.1% | -0.2% | -2.1% |
| 6M | -12.9% | +0.6% | -13.4% | -14.5% |
| YTD | +15.2% | +11.0% | +4.1% | +1.3% |
| 1Y | +10.3% | +13.3% | -3.0% | -5.4% |
| 3Y | +23.6% | +73.4% | -49.8% | -43.4% |
| All | +23.6% | +74.0% | -50.4% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling