-52.3%
MGIH price history and return analytics
+84.1%
-136.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | 0.0% | -1.1% | +1.1% | +0.7% |
| 30D | -6.1% | -1.0% | -5.2% | -5.6% |
| 3M | 0.0% | +3.2% | -3.2% | -2.1% |
| 6M | +8.3% | +12.5% | -4.2% | -0.4% |
| YTD | +23.4% | +14.1% | +9.3% | +12.3% |
| 1Y | -30.1% | +18.9% | -49.0% | -38.6% |
| 3Y | -20.4% | +74.1% | -94.5% | -39.3% |
| All | -52.3% | +84.1% | -136.4% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling