+245.5%
MFG vs VOO
+321.7%
-76.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -2.3% | -2.0% | -0.3% | -0.9% |
| 30D | +5.9% | -1.7% | +7.6% | +7.2% |
| 3M | +18.3% | +4.7% | +13.5% | +14.5% |
| 6M | +33.6% | +12.6% | +21.0% | +23.3% |
| YTD | +51.1% | +11.8% | +39.3% | +40.1% |
| 1Y | +64.8% | +17.5% | +47.3% | +47.8% |
| 3Y | +248.7% | +77.0% | +171.7% | +141.7% |
| 5Y | +297.2% | +82.6% | +214.6% | +167.1% |
| All | +245.5% | +321.7% | -76.2% | +22.4% |
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