+121.8%
VXUS vs MGY
+206.7%
-84.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.7% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | +1.0% | +10.1% | -9.1% | -0.7% |
| 3M | +5.7% | -1.5% | +7.1% | +5.5% |
| 6M | +13.6% | -4.9% | +18.5% | +13.6% |
| YTD | +17.4% | +27.7% | -10.3% | +11.3% |
| 1Y | +25.1% | +20.1% | +5.0% | +19.6% |
| 3Y | +75.8% | +24.9% | +51.0% | +64.3% |
| 5Y | +55.4% | +91.6% | -36.2% | +30.7% |
| All | +121.8% | +206.7% | -84.9% | +57.4% |
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