+217.4%
MDGL vs VOO
+78.4%
+139.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +5.9% | +6.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | -8.3% | -3.3% | -4.9% | -5.9% |
| 3M | -15.1% | -2.4% | -12.7% | -13.7% |
| 6M | -15.1% | +2.6% | -17.7% | -17.4% |
| YTD | -25.7% | +11.3% | -37.0% | -32.8% |
| 1Y | -11.5% | +13.4% | -25.0% | -21.3% |
| 3Y | +217.4% | +80.3% | +137.1% | +68.7% |
| All | +217.4% | +78.4% | +139.0% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling