+306.6%
MDGL vs VOO
+795.4%
-488.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +9.2% | -0.6% | +9.7% | +9.7% |
| 30D | -8.3% | -3.6% | -4.7% | -4.7% |
| 3M | -16.1% | -2.7% | -13.3% | -13.8% |
| 6M | -15.2% | +2.2% | -17.4% | -17.9% |
| YTD | -25.7% | +10.9% | -36.6% | -34.5% |
| 1Y | -12.8% | +11.3% | -24.1% | -23.4% |
| 3Y | +211.6% | +76.9% | +134.7% | +62.1% |
| 5Y | +379.3% | +73.5% | +305.8% | +155.3% |
| 10Y | +2,639.7% | +307.7% | +2,332.0% | +335.8% |
| All | +306.6% | +795.4% | -488.8% | -82.1% |
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