+222.0%
MFG vs VOO
+79.1%
+142.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | +7.8% | +3.3% | +4.5% | +4.1% |
| 30D | -4.5% | -2.7% | -1.8% | -1.6% |
| 3M | -6.4% | -1.7% | -4.6% | -4.4% |
| 6M | +14.4% | +3.1% | +11.2% | +10.8% |
| YTD | +38.3% | +11.9% | +26.3% | +22.7% |
| 1Y | +48.8% | +12.1% | +36.8% | +32.0% |
| All | +222.0% | +79.1% | +142.8% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling