+3,060.8%
MGRT vs VOO
+24.0%
+3,036.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | +0.5% |
| 7D | +6.2% | -0.8% | +7.0% | +5.5% |
| 30D | +25.6% | -1.1% | +26.6% | +24.5% |
| 3M | +62.7% | +3.9% | +58.8% | +69.2% |
| 6M | +1,347.4% | +13.6% | +1,333.8% | +1,324.9% |
| YTD | +1,503.5% | +12.7% | +1,490.8% | +1,452.6% |
| 1Y | +3,321.2% | +17.6% | +3,303.6% | +3,631.1% |
| All | +3,060.8% | +24.0% | +3,036.8% | +4,276.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling