+520.1%
MDYG vs VOO
+802.4%
-282.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -2.5% | -2.0% | -0.5% | -0.4% |
| 30D | -5.8% | -1.7% | -4.1% | -4.1% |
| 3M | -0.2% | +4.7% | -4.9% | -5.0% |
| 6M | +7.6% | +12.6% | -5.0% | -5.0% |
| YTD | +14.5% | +11.8% | +2.7% | +1.9% |
| 1Y | +16.2% | +17.5% | -1.3% | -1.9% |
| 3Y | +52.3% | +77.0% | -24.7% | -16.3% |
| 5Y | +41.7% | +82.6% | -40.8% | -24.2% |
| 10Y | +180.1% | +320.0% | -139.9% | -36.9% |
| All | +520.1% | +802.4% | -282.3% | -39.4% |
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