+121.5%
MGA price history and return analytics
+222.7%
-101.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.8% |
| 7D | -0.5% | -0.1% | -0.3% | -0.2% |
| 30D | -5.7% | -0.7% | -5.0% | -4.7% |
| 3M | -0.2% | +4.0% | -4.2% | -5.3% |
| 6M | +15.0% | +12.3% | +2.7% | -1.5% |
| YTD | +25.7% | +14.0% | +11.6% | +5.3% |
| 1Y | +45.6% | +20.3% | +25.3% | +13.3% |
| 3Y | +27.4% | +75.4% | -48.0% | -41.4% |
| 5Y | -2.9% | +66.0% | -68.9% | -50.5% |
| 10Y | +121.5% | +228.2% | -106.7% | -53.0% |
| All | +121.5% | +222.7% | -101.2% | -53.0% |
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