+104.6%
MTG price history and return analytics
+57.0%
+47.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -2.3% | +2.4% | -4.7% | -4.1% |
| 30D | +2.4% | -1.5% | +3.9% | +3.3% |
| 3M | -9.4% | -4.1% | -5.3% | -6.6% |
| 6M | +9.0% | +0.6% | +8.4% | +7.4% |
| YTD | -2.8% | +11.0% | -13.8% | -12.7% |
| 1Y | +0.8% | +13.3% | -12.5% | -11.2% |
| 3Y | +68.8% | +73.4% | -4.6% | -1.9% |
| All | +104.6% | +57.0% | +47.5% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling