+2,238.8%
MGRT vs VOO
+14.7%
+2,224.1%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | +1.1% |
| 7D | -0.6% | -0.7% | +0.1% | -1.4% |
| 30D | +14.3% | -1.1% | +15.3% | +13.0% |
| 3M | +24.4% | -0.3% | +24.7% | +24.2% |
| 6M | -15.0% | +7.4% | -22.4% | -3.8% |
| YTD | +1,482.0% | +13.4% | +1,468.7% | +1,321.9% |
| 1Y | +2,238.8% | +14.8% | +2,224.0% | +2,455.8% |
| All | +2,238.8% | +14.7% | +2,224.1% | +2,455.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling