+3,068.0%
MGRT vs VOO
+22.9%
+3,045.0%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +1.8% |
| 7D | +11.8% | -2.0% | +13.7% | +9.9% |
| 30D | +24.4% | -1.7% | +26.1% | +22.7% |
| 3M | +40.3% | +4.7% | +35.6% | +47.6% |
| 6M | +1,401.2% | +12.6% | +1,388.7% | +1,359.6% |
| YTD | +1,507.2% | +11.8% | +1,495.4% | +1,444.7% |
| 1Y | +3,271.5% | +17.5% | +3,254.0% | +3,636.0% |
| All | +3,068.0% | +22.9% | +3,045.0% | +4,254.4% |
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