+13.5%
MAGX vs VOO
+17.2%
-3.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +1.4% |
| 7D | -3.6% | -2.0% | -1.6% | +2.2% |
| 30D | +1.7% | -1.7% | +3.4% | +7.0% |
| 3M | +12.9% | +4.7% | +8.2% | +0.1% |
| 6M | +16.7% | +12.6% | +4.1% | -15.0% |
| YTD | +0.6% | +11.8% | -11.1% | -24.7% |
| All | +13.5% | +17.2% | -3.7% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling