+66.6%
VT vs MGY
+92.8%
-26.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.9% |
| 7D | +1.0% | -0.9% | +1.9% | +1.1% |
| 30D | -0.2% | +10.1% | -10.4% | -1.9% |
| 3M | +4.5% | -1.5% | +6.0% | +4.5% |
| 6M | +14.1% | -4.9% | +19.0% | +14.1% |
| YTD | +14.8% | +27.7% | -12.9% | +8.2% |
| 1Y | +21.2% | +20.1% | +1.1% | +15.4% |
| 3Y | +76.6% | +24.9% | +51.7% | +64.0% |
| 5Y | +66.6% | +91.6% | -25.0% | +42.9% |
| All | +66.6% | +92.8% | -26.2% | +42.9% |
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