-3.3%
MGY vs VTEB
-2.3%
-1.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +1.6% |
| 7D | +3.5% | -0.9% | +4.5% | -0.5% |
| 30D | +5.3% | -2.5% | +7.8% | -6.0% |
| 3M | +2.6% | -3.0% | +5.6% | -9.9% |
| 6M | -3.3% | -2.1% | -1.2% | -12.0% |
| All | -3.3% | -2.3% | -1.0% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 6mo: compounded portfolio wealth divided by compounded VTEB 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…
6mo analysis · Full analysis span regression · 6 months rolling