+89.8%
MGY vs VT
+66.2%
+23.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.1% | +0.4% | +1.6% | +1.6% |
| 30D | +13.8% | +1.0% | +12.8% | +12.6% |
| 3M | -4.3% | +2.4% | -6.7% | -7.1% |
| 6M | -5.1% | +12.0% | -17.1% | -17.2% |
| YTD | +24.8% | +15.3% | +9.5% | +5.1% |
| 1Y | +11.8% | +22.6% | -10.8% | -12.4% |
| 3Y | +23.5% | +74.7% | -51.2% | -35.4% |
| All | +89.8% | +66.2% | +23.6% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling