-17.4%
MG price history and return analytics
+229.8%
-247.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.3% |
| 7D | +3.6% | -1.1% | +4.7% | +5.0% |
| 30D | +13.5% | -1.0% | +14.5% | +14.9% |
| 3M | +6.3% | +3.2% | +3.2% | +2.0% |
| 6M | +37.2% | +12.5% | +24.7% | +18.0% |
| YTD | +56.6% | +14.1% | +42.5% | +32.3% |
| 1Y | +103.8% | +18.9% | +84.9% | +64.1% |
| 3Y | +272.4% | +74.1% | +198.3% | +85.6% |
| 5Y | +116.3% | +66.9% | +49.4% | +12.7% |
| All | -17.4% | +229.8% | -247.1% | -79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling