+199.8%
MGY vs VT
+187.0%
+12.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.1% | +0.4% | +1.6% | +1.5% |
| 30D | +13.8% | +1.0% | +12.8% | +12.3% |
| 3M | -4.3% | +2.4% | -6.7% | -7.9% |
| 6M | -5.1% | +12.0% | -17.1% | -19.8% |
| YTD | +24.8% | +15.3% | +9.5% | +1.4% |
| 1Y | +11.8% | +22.6% | -10.8% | -16.2% |
| 3Y | +23.5% | +74.7% | -51.2% | -41.4% |
| 5Y | +87.5% | +66.1% | +21.3% | -4.3% |
| All | +199.8% | +187.0% | +12.7% | -7.2% |
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