-14.7%
MGTX vs VOO
+214.8%
-229.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.5% |
| 7D | -7.9% | -0.8% | -7.1% | -7.0% |
| 30D | -1.3% | -1.1% | -0.2% | -0.1% |
| 3M | +33.2% | +3.9% | +29.3% | +26.8% |
| 6M | +63.8% | +13.6% | +50.1% | +40.2% |
| YTD | +60.9% | +12.7% | +48.2% | +39.4% |
| 1Y | +66.8% | +17.6% | +49.2% | +37.8% |
| 3Y | +108.3% | +77.3% | +31.0% | +5.2% |
| 5Y | +6.3% | +84.1% | -77.8% | -48.1% |
| All | -14.7% | +214.8% | -229.6% | -77.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling