-21.0%
MGRD price history and return analytics
+70.7%
-91.6%
-37.9%
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 | +0.5% | +1.0% | -0.5% | 0.0% |
| 30D | -2.8% | -0.2% | -2.6% | -2.7% |
| 3M | -0.4% | +4.5% | -5.0% | -2.5% |
| 6M | -2.1% | +14.1% | -16.1% | -8.0% |
| YTD | -1.8% | +14.8% | -16.6% | -8.1% |
| 1Y | -6.6% | +21.2% | -27.8% | -14.8% |
| 3Y | +13.9% | +76.6% | -62.7% | -14.6% |
| 5Y | -20.7% | +66.6% | -87.3% | -40.4% |
| All | -21.0% | +70.7% | -91.6% | -41.0% |
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