-11.3%
MGRB price history and return analytics
+122.8%
-134.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.3% |
| 7D | -0.6% | -1.1% | +0.5% | -0.2% |
| 30D | -1.6% | -1.0% | -0.6% | -1.2% |
| 3M | -1.8% | +3.2% | -4.9% | -3.0% |
| 6M | -1.9% | +12.5% | -14.4% | -6.4% |
| YTD | -1.3% | +14.1% | -15.4% | -6.4% |
| 1Y | -8.2% | +18.9% | -27.1% | -14.4% |
| 3Y | +16.5% | +74.1% | -57.6% | -7.9% |
| 5Y | -16.2% | +66.9% | -83.1% | -34.4% |
| All | -11.3% | +122.8% | -134.1% | -33.4% |
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 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