+69.5%
VG vs MGY
+8.8%
+60.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | +1.0% |
| 7D | +5.5% | +2.6% | +2.9% | +1.7% |
| 30D | -3.6% | -2.0% | -1.6% | -0.3% |
| 3M | -4.0% | -7.8% | +3.9% | +4.9% |
| 6M | +9.4% | -13.9% | +23.3% | +33.8% |
| YTD | +86.6% | +11.6% | +75.0% | +85.2% |
| 1Y | +69.5% | +6.7% | +62.8% | +68.2% |
| All | +69.5% | +8.8% | +60.7% | +68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling