+29.3%
MFG price history and return analytics
+374.2%
-344.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +5.5% | +0.4% | +5.1% | +5.1% |
| 30D | +5.0% | +1.0% | +4.0% | +4.0% |
| 3M | +14.7% | +2.4% | +12.3% | +12.3% |
| 6M | +36.8% | +12.0% | +24.8% | +23.5% |
| YTD | +53.4% | +15.3% | +38.1% | +35.0% |
| 1Y | +71.7% | +22.6% | +49.1% | +42.9% |
| 3Y | +254.1% | +74.7% | +179.4% | +115.6% |
| 5Y | +311.7% | +66.1% | +245.5% | +158.3% |
| 10Y | +247.9% | +225.0% | +22.9% | +10.7% |
| All | +29.3% | +374.2% | -344.9% | -67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling