+30.0%
MGY vs VO
+55.8%
-25.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | +3.5% | -1.5% | +5.1% | +4.9% |
| 30D | +5.3% | -3.0% | +8.3% | +8.0% |
| 3M | +2.6% | +2.8% | -0.2% | -0.5% |
| 6M | -3.3% | +10.9% | -14.2% | -14.0% |
| YTD | +29.2% | +12.5% | +16.8% | +12.8% |
| 1Y | +18.0% | +12.0% | +6.1% | +3.5% |
| 3Y | +30.0% | +56.3% | -26.3% | -19.2% |
| All | +30.0% | +55.8% | -25.8% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling