+166.1%
MGPI vs VOO
+817.1%
-651.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.7% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -6.7% | +0.1% | -6.7% | -6.8% |
| 3M | +1.5% | +2.0% | -0.5% | -0.7% |
| 6M | -10.5% | +13.0% | -23.5% | -19.8% |
| YTD | -31.2% | +13.6% | -44.7% | -38.7% |
| 1Y | -41.4% | +20.1% | -61.5% | -50.3% |
| 3Y | -85.6% | +77.6% | -163.2% | -91.4% |
| 5Y | -74.9% | +82.4% | -157.3% | -85.6% |
| 10Y | -55.3% | +316.8% | -372.1% | -89.2% |
| All | +166.1% | +817.1% | -651.0% | -80.4% |
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