+14.3%
MFG price history and return analytics
+355.4%
-341.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +4.1% | -0.1% | +4.2% | +4.3% |
| 30D | -6.4% | -3.1% | -3.3% | -3.5% |
| 3M | -5.1% | -3.5% | -1.6% | -1.7% |
| 6M | +14.3% | +0.5% | +13.8% | +14.1% |
| YTD | +35.7% | +10.8% | +24.9% | +24.2% |
| 1Y | +48.0% | +11.9% | +36.1% | +34.3% |
| 3Y | +222.7% | +73.0% | +149.7% | +99.1% |
| 5Y | +289.6% | +58.6% | +231.0% | +156.1% |
| 10Y | +225.1% | +219.2% | +6.0% | +5.3% |
| All | +14.3% | +355.4% | -341.1% | -70.1% |
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