+766.9%
VST vs MGY
+92.8%
+674.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.9% |
| 7D | +9.9% | -0.9% | +10.8% | +10.1% |
| 30D | +7.9% | +10.1% | -2.2% | +4.5% |
| 3M | +3.4% | -1.5% | +4.9% | +3.2% |
| 6M | -4.1% | -4.9% | +0.8% | -4.1% |
| YTD | -5.7% | +27.7% | -33.4% | -15.3% |
| 1Y | -18.9% | +20.1% | -38.9% | -25.8% |
| 3Y | +359.1% | +24.9% | +334.2% | +315.7% |
| 5Y | +766.9% | +91.6% | +675.3% | +625.9% |
| All | +766.9% | +92.8% | +674.1% | +625.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling