+130.3%
MTG price history and return analytics
+63.7%
+66.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.6% |
| 7D | -2.0% | -2.0% | 0.0% | -0.4% |
| 30D | +1.6% | -1.4% | +3.0% | +2.8% |
| 3M | +20.6% | +4.7% | +15.8% | +15.6% |
| 6M | +18.2% | +11.4% | +6.8% | +6.7% |
| YTD | +7.3% | +13.1% | -5.7% | -4.7% |
| 1Y | +11.2% | +19.0% | -7.9% | -6.2% |
| 3Y | +89.7% | +73.9% | +15.8% | +10.8% |
| 5Y | +130.3% | +65.4% | +64.9% | +41.9% |
| All | +130.3% | +63.7% | +66.6% | +41.9% |
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 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