+2,826.7%
VRT vs MGY
+135.9%
+2,690.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +3.1% |
| 7D | +13.6% | -0.9% | +14.5% | +13.9% |
| 30D | +6.8% | +10.1% | -3.4% | +4.0% |
| 3M | -3.2% | -1.5% | -1.8% | -3.7% |
| 6M | +20.3% | -4.9% | +25.3% | +19.9% |
| YTD | +79.6% | +27.7% | +51.9% | +64.4% |
| 1Y | +139.0% | +20.1% | +118.9% | +122.0% |
| 3Y | +644.6% | +24.9% | +619.7% | +582.5% |
| 5Y | +1,024.4% | +91.6% | +932.8% | +809.7% |
| All | +2,826.7% | +135.9% | +2,690.8% | +1,476.4% |
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