-74.3%
MGPI vs VOO
+82.3%
-156.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -1.6% | +0.5% | -2.1% | -1.9% |
| 30D | -6.9% | -0.9% | -6.0% | -6.4% |
| 3M | -1.1% | +3.9% | -5.0% | -3.7% |
| 6M | -11.2% | +14.5% | -25.8% | -18.9% |
| YTD | -32.0% | +13.0% | -44.9% | -37.4% |
| 1Y | -41.5% | +19.4% | -60.9% | -48.1% |
| 3Y | -85.0% | +78.9% | -163.9% | -90.1% |
| 5Y | -74.3% | +82.3% | -156.6% | -83.3% |
| All | -74.3% | +82.3% | -156.6% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling