+1,080.8%
MGK price history and return analytics
+371.8%
+709.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +1.0% | +1.0% | 0.0% | +0.1% |
| 30D | -0.9% | -0.2% | -0.7% | -0.7% |
| 3M | +2.5% | +4.5% | -2.1% | -1.5% |
| 6M | +16.9% | +14.1% | +2.8% | +3.6% |
| YTD | +9.2% | +14.8% | -5.6% | -3.7% |
| 1Y | +15.9% | +21.2% | -5.3% | -2.8% |
| 3Y | +91.1% | +76.6% | +14.5% | +15.2% |
| 5Y | +84.4% | +66.6% | +17.8% | +19.2% |
| 10Y | +453.6% | +222.3% | +231.3% | +111.2% |
| All | +1,080.8% | +371.8% | +709.0% | +224.1% |
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