+4,838.2%
MDGL vs VOO
+315.3%
+4,522.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.7% |
| 7D | 0.0% | -0.4% | +0.3% | +0.2% |
| 30D | +6.1% | -1.4% | +7.5% | +7.3% |
| 3M | +14.6% | +3.7% | +10.9% | +10.7% |
| 6M | +26.2% | +13.0% | +13.2% | +12.6% |
| YTD | -6.1% | +12.4% | -18.6% | -15.9% |
| 1Y | +21.8% | +18.6% | +3.2% | +4.0% |
| 3Y | +178.1% | +78.1% | +100.0% | +66.1% |
| 5Y | +582.4% | +82.3% | +500.1% | +304.2% |
| 10Y | +4,838.2% | +322.5% | +4,515.7% | +1,227.9% |
| All | +4,838.2% | +315.3% | +4,522.9% | +1,227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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