-21.1%
MGRD price history and return analytics
+69.6%
-90.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | -0.4% | -1.1% | +0.7% | +0.1% |
| 30D | -2.2% | -1.0% | -1.2% | -1.7% |
| 3M | -1.2% | +3.2% | -4.4% | -2.7% |
| 6M | -1.2% | +12.5% | -13.7% | -6.6% |
| YTD | -2.0% | +14.1% | -16.0% | -7.9% |
| 1Y | -6.7% | +18.9% | -25.6% | -14.2% |
| 3Y | +13.7% | +74.1% | -60.4% | -14.2% |
| 5Y | -20.9% | +66.9% | -87.8% | -40.5% |
| All | -21.1% | +69.6% | -90.7% | -40.9% |
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