+210.4%
MGY vs VOO
+263.0%
-52.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.7% |
| 7D | +3.5% | -0.8% | +4.3% | +4.4% |
| 30D | +5.3% | -1.1% | +6.3% | +6.3% |
| 3M | +2.6% | +3.9% | -1.2% | -2.3% |
| 6M | -3.3% | +13.6% | -16.9% | -17.7% |
| YTD | +29.2% | +12.7% | +16.5% | +10.7% |
| 1Y | +18.0% | +17.6% | +0.4% | -3.8% |
| 3Y | +30.0% | +77.3% | -47.3% | -33.7% |
| 5Y | +92.7% | +84.1% | +8.5% | -6.3% |
| All | +210.4% | +263.0% | -52.6% | -8.9% |
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