+164.8%
MGY vs VT
+170.0%
-5.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -10.7% | -2.3% | -8.4% | -8.6% |
| 30D | -2.7% | -5.0% | +2.2% | +2.6% |
| 3M | -3.7% | -4.9% | +1.2% | +1.1% |
| 6M | -16.3% | -1.5% | -14.8% | -16.8% |
| YTD | +10.2% | +8.5% | +1.7% | -4.7% |
| 1Y | +13.5% | +11.4% | +2.1% | -5.2% |
| 3Y | +14.6% | +70.1% | -55.4% | -44.4% |
| 5Y | +27.3% | +53.7% | -26.5% | -29.3% |
| All | +164.8% | +170.0% | -5.2% | -12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling