+1,401.2%
MGRT vs VOO
+12.4%
+1,388.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.7% |
| 7D | +11.8% | -2.0% | +13.7% | +17.1% |
| 30D | +24.4% | -1.7% | +26.1% | +29.3% |
| 3M | +40.3% | +4.7% | +35.6% | +16.5% |
| 6M | +1,401.2% | +12.6% | +1,388.7% | +613.6% |
| All | +1,401.2% | +12.4% | +1,388.8% | +613.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling