+17.0%
MFG price history and return analytics
+360.7%
-343.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.2% |
| 7D | +3.7% | -0.7% | +4.4% | +4.4% |
| 30D | -4.1% | -1.7% | -2.3% | -2.3% |
| 3M | -2.7% | -2.3% | -0.4% | -0.3% |
| 6M | +15.3% | +1.5% | +13.8% | +14.0% |
| YTD | +38.8% | +12.0% | +26.8% | +25.7% |
| 1Y | +51.0% | +12.9% | +38.1% | +35.9% |
| 3Y | +230.2% | +74.9% | +155.2% | +101.6% |
| 5Y | +300.1% | +59.9% | +240.2% | +161.0% |
| 10Y | +222.0% | +224.6% | -2.6% | +2.6% |
| All | +17.0% | +360.7% | -343.7% | -69.8% |
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