+118.2%
MGA price history and return analytics
+222.7%
-104.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | -0.7% | +2.9% | -3.6% | -4.6% |
| 30D | -4.5% | -2.5% | -2.0% | -1.3% |
| 3M | -9.9% | -3.3% | -6.6% | -5.6% |
| 6M | +1.6% | +1.5% | +0.1% | -0.4% |
| YTD | +19.7% | +11.4% | +8.3% | +3.5% |
| 1Y | +26.7% | +11.9% | +14.8% | +8.8% |
| 3Y | +32.3% | +73.9% | -41.6% | -38.9% |
| 5Y | -14.6% | +57.9% | -72.5% | -53.6% |
| All | +118.2% | +222.7% | -104.5% | -56.2% |
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 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