+290.6%
MTG vs VT
+223.7%
+66.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -3.0% | -3.4% |
| 7D | -1.5% | +0.4% | -1.9% | -2.3% |
| 30D | +3.9% | -2.6% | +6.5% | +6.6% |
| 3M | -6.5% | -3.2% | -3.3% | -3.4% |
| 6M | +7.1% | +0.9% | +6.2% | +4.3% |
| YTD | -0.8% | +11.3% | -12.1% | -15.2% |
| 1Y | +3.4% | +14.0% | -10.6% | -14.3% |
| 3Y | +74.0% | +75.8% | -1.9% | -18.9% |
| 5Y | +108.0% | +57.8% | +50.2% | +12.0% |
| 10Y | +290.6% | +219.8% | +70.8% | -12.2% |
| All | +290.6% | +223.7% | +66.9% | -12.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling