+210.4%
MGY vs VO
+159.2%
+51.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.7% |
| 7D | +3.5% | -1.5% | +5.1% | +5.3% |
| 30D | +5.3% | -3.0% | +8.3% | +8.8% |
| 3M | +2.6% | +2.8% | -0.2% | -1.2% |
| 6M | -3.3% | +10.9% | -14.2% | -15.7% |
| YTD | +29.2% | +12.5% | +16.8% | +10.6% |
| 1Y | +18.0% | +12.0% | +6.1% | +1.5% |
| 3Y | +30.0% | +56.3% | -26.3% | -24.1% |
| 5Y | +92.7% | +42.9% | +49.7% | +24.8% |
| All | +210.4% | +159.2% | +51.2% | +24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling