+28.7%
VCIT vs MGY
+199.8%
-171.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | -0.3% | +2.1% | -2.4% | -0.4% |
| 30D | -0.8% | +13.8% | -14.6% | -0.9% |
| 3M | -1.0% | -4.3% | +3.3% | -1.0% |
| 6M | -1.8% | -5.1% | +3.2% | -1.8% |
| YTD | -0.7% | +24.8% | -25.5% | -1.0% |
| 1Y | +1.0% | +11.8% | -10.8% | +0.8% |
| 3Y | +18.8% | +23.5% | -4.7% | +18.3% |
| 5Y | +3.5% | +87.5% | -84.0% | +2.3% |
| All | +28.7% | +199.8% | -171.1% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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