+129.9%
MAGX vs VOO
+53.9%
+76.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +1.5% |
| 7D | -3.6% | -2.0% | -1.6% | +2.4% |
| 30D | +1.7% | -1.7% | +3.4% | +7.2% |
| 3M | +12.9% | +4.7% | +8.2% | -0.6% |
| 6M | +16.7% | +12.6% | +4.1% | -16.2% |
| YTD | +0.6% | +11.8% | -11.1% | -25.8% |
| 1Y | +15.4% | +17.5% | -2.1% | -26.2% |
| All | +129.9% | +53.9% | +76.0% | -28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling