+270.6%
MG price history and return analytics
+76.6%
+194.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +4.6% | +1.0% | +3.6% | +3.5% |
| 30D | +20.8% | -0.2% | +21.0% | +21.0% |
| 3M | +8.2% | +4.5% | +3.7% | +2.7% |
| 6M | +31.0% | +14.1% | +17.0% | +12.7% |
| YTD | +53.5% | +14.8% | +38.8% | +31.1% |
| 1Y | +100.0% | +21.2% | +78.8% | +61.3% |
| 3Y | +270.6% | +76.6% | +194.0% | +106.9% |
| All | +270.6% | +76.6% | +194.0% | +106.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling