+100.1%
MGMT price history and return analytics
+95.2%
+4.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | +0.1% |
| 7D | -1.9% | -2.0% | +0.1% | +0.1% |
| 30D | -3.6% | -1.4% | -2.2% | -2.2% |
| 3M | +2.5% | +4.7% | -2.2% | -2.3% |
| 6M | +9.3% | +11.4% | -2.0% | -2.4% |
| YTD | +12.8% | +13.1% | -0.3% | -0.8% |
| 1Y | +14.3% | +19.0% | -4.7% | -4.6% |
| 3Y | +47.7% | +73.9% | -26.3% | -15.5% |
| 5Y | +43.5% | +65.4% | -21.9% | -13.2% |
| All | +100.1% | +95.2% | +4.8% | 0.0% |
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 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