+306.8%
MDGL vs VOO
+798.5%
-491.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +5.9% | +5.8% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | -8.3% | -3.3% | -4.9% | -5.0% |
| 3M | -15.1% | -2.4% | -12.7% | -13.2% |
| 6M | -15.1% | +2.6% | -17.7% | -18.2% |
| YTD | -25.7% | +11.3% | -37.0% | -34.8% |
| 1Y | -11.5% | +13.4% | -25.0% | -23.9% |
| 3Y | +217.4% | +80.3% | +137.1% | +61.7% |
| 5Y | +370.3% | +72.7% | +297.6% | +152.1% |
| 10Y | +2,692.2% | +310.0% | +2,382.2% | +340.9% |
| All | +306.8% | +798.5% | -491.7% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling