+210.8%
MGY vs VO
+159.6%
+51.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.2% | +2.3% |
| 7D | +1.5% | -0.6% | +2.1% | +2.1% |
| 30D | +6.8% | -1.9% | +8.8% | +9.0% |
| 3M | +2.6% | +3.3% | -0.7% | -1.8% |
| 6M | -3.1% | +9.7% | -12.8% | -14.4% |
| YTD | +29.4% | +12.6% | +16.8% | +10.6% |
| 1Y | +22.3% | +13.6% | +8.7% | +3.3% |
| 3Y | +26.6% | +56.8% | -30.2% | -26.4% |
| 5Y | +92.1% | +42.3% | +49.8% | +25.2% |
| All | +210.8% | +159.6% | +51.3% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling