+15.9%
MAGX price history and return analytics
+19.6%
-3.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | 0.0% |
| 7D | +1.3% | -1.1% | +2.4% | +3.9% |
| 30D | +5.8% | -1.0% | +6.8% | +8.4% |
| 3M | +12.2% | +3.2% | +9.0% | +5.0% |
| 6M | +18.2% | +12.5% | +5.7% | -9.8% |
| YTD | +2.7% | +14.1% | -11.4% | -24.8% |
| 1Y | +15.9% | +18.9% | -3.0% | -23.3% |
| All | +15.9% | +19.6% | -3.8% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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