-57.1%
MGPI vs VOO
+321.7%
-378.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | -7.5% | -2.0% | -5.5% | -6.3% |
| 30D | -17.2% | -1.7% | -15.5% | -16.3% |
| 3M | -7.4% | +4.7% | -12.1% | -10.6% |
| 6M | -15.4% | +12.6% | -27.9% | -22.4% |
| YTD | -36.6% | +11.8% | -48.3% | -41.7% |
| 1Y | -43.9% | +17.5% | -61.5% | -50.3% |
| 3Y | -86.0% | +77.0% | -163.0% | -90.9% |
| 5Y | -75.1% | +82.6% | -157.6% | -84.2% |
| All | -57.1% | +321.7% | -378.8% | -85.1% |
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 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