+72.7%
MFG price history and return analytics
+19.6%
+53.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.4% |
| 7D | +2.0% | -1.1% | +3.1% | +3.4% |
| 30D | +5.9% | -1.0% | +6.9% | +7.3% |
| 3M | +20.3% | +3.2% | +17.1% | +15.5% |
| 6M | +42.8% | +12.5% | +30.3% | +21.5% |
| YTD | +56.4% | +14.1% | +42.4% | +30.7% |
| 1Y | +72.7% | +18.9% | +53.8% | +36.6% |
| All | +72.7% | +19.6% | +53.1% | +36.6% |
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