+12.6%
MGY vs VTRS
+88.0%
-75.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.5% |
| 7D | -10.3% | -1.2% | -9.1% | -10.4% |
| 30D | -1.8% | +8.2% | -9.9% | -0.8% |
| 3M | -0.1% | +8.3% | -8.4% | +1.2% |
| 6M | -22.8% | +24.1% | -46.8% | -21.6% |
| YTD | +9.5% | +56.0% | -46.4% | +6.8% |
| 1Y | +12.6% | +82.7% | -70.1% | +5.3% |
| All | +12.6% | +88.0% | -75.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling