+355.6%
MTG vs VT
+224.5%
+131.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +0.1% | +0.4% | -0.4% | -0.5% |
| 30D | +1.4% | +1.0% | +0.4% | +0.2% |
| 3M | +24.1% | +2.4% | +21.7% | +19.8% |
| 6M | +16.6% | +12.0% | +4.6% | +0.1% |
| YTD | +7.9% | +15.3% | -7.4% | -10.9% |
| 1Y | +11.5% | +22.6% | -11.1% | -15.1% |
| 3Y | +86.6% | +74.7% | +11.9% | -11.2% |
| 5Y | +128.4% | +66.1% | +62.2% | +16.0% |
| All | +355.6% | +224.5% | +131.2% | -2.6% |
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