+9.5%
MGY vs VO
+16.3%
-6.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.9% | -6.1% | -4.9% |
| 7D | -12.1% | +1.0% | -13.1% | -11.8% |
| 30D | -2.6% | +2.6% | -5.3% | -1.8% |
| 3M | -4.2% | -0.3% | -4.0% | -4.2% |
| 6M | -23.9% | +7.6% | -31.5% | -23.0% |
| YTD | +8.8% | +14.7% | -5.9% | +9.1% |
| 1Y | +9.5% | +16.4% | -7.0% | +8.5% |
| All | +9.5% | +16.3% | -6.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling