+16.6%
MGR price history and return analytics
+149.2%
-132.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.9% |
| 7D | -3.5% | -0.7% | -2.8% | -3.2% |
| 30D | -3.1% | -1.7% | -1.4% | -2.2% |
| 3M | -7.5% | -2.3% | -5.2% | -6.3% |
| 6M | -9.0% | +1.5% | -10.5% | -10.2% |
| YTD | -8.4% | +12.0% | -20.5% | -15.4% |
| 1Y | -10.4% | +12.9% | -23.3% | -17.7% |
| 3Y | +6.1% | +74.9% | -68.8% | -28.6% |
| 5Y | -6.3% | +59.9% | -66.2% | -33.0% |
| All | +16.6% | +149.2% | -132.6% | -50.4% |
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 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