+60.5%
MG price history and return analytics
+434.4%
-373.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | +0.7% |
| 7D | +0.2% | +2.9% | -2.6% | -2.7% |
| 30D | -3.1% | -2.5% | -0.6% | -1.0% |
| 3M | +15.7% | -3.3% | +19.0% | +19.3% |
| 6M | +19.8% | +1.5% | +18.3% | +17.3% |
| YTD | +59.6% | +11.4% | +48.2% | +42.0% |
| 1Y | +55.5% | +11.9% | +43.6% | +37.9% |
| 3Y | +236.5% | +73.9% | +162.6% | +92.0% |
| 5Y | +120.7% | +57.9% | +62.8% | +38.0% |
| 10Y | -6.5% | +222.6% | -229.1% | -67.0% |
| All | +60.5% | +434.4% | -373.9% | -61.2% |
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