+221.2%
MFG vs VOO
+309.6%
-88.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | +10.0% | +2.6% | +7.4% | +8.1% |
| 30D | +0.8% | -2.0% | +2.8% | +2.3% |
| 3M | -5.9% | -2.8% | -3.1% | -3.9% |
| 6M | +16.3% | +2.2% | +14.1% | +14.8% |
| YTD | +41.3% | +11.5% | +29.7% | +31.5% |
| 1Y | +52.3% | +13.5% | +38.8% | +40.2% |
| 3Y | +229.0% | +78.1% | +150.9% | +128.2% |
| 5Y | +302.7% | +73.1% | +229.6% | +181.6% |
| All | +221.2% | +309.6% | -88.4% | +25.2% |
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