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Stock and ETF performance explorer

MGRT price history and return analytics

vs
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Portfolio return
+2,839.6%
VT return
+26.7%
Excess return
+2,813.0%
Maximum drawdown
-63.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-1.2%-0.5%-0.7%-1.4%
7D+3.7%+1.0%+2.7%+4.0%
30D+18.1%-0.2%+18.3%+18.1%
3M+46.4%+4.5%+41.8%+49.8%
6M+1,219.2%+14.1%+1,205.1%+1,162.1%
YTD+1,391.3%+14.8%+1,376.6%+1,299.9%
1Y+3,155.8%+21.2%+3,134.6%+3,070.4%
All+2,839.6%+26.7%+2,813.0%+2,850.7%

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