-11.6%
MGTX vs VOO
+214.1%
-225.7%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.3% |
| 30D | +1.8% | -1.4% | +3.2% | +3.5% |
| 3M | +44.0% | +3.7% | +40.3% | +37.3% |
| 6M | +79.9% | +13.0% | +66.9% | +55.1% |
| YTD | +66.8% | +12.4% | +54.4% | +44.9% |
| 1Y | +73.3% | +18.6% | +54.7% | +41.7% |
| 3Y | +139.8% | +78.1% | +61.7% | +20.6% |
| 5Y | +9.6% | +82.3% | -72.7% | -45.9% |
| All | -11.6% | +214.1% | -225.7% | -76.2% |
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