+290.6%
MFG vs VOO
+812.0%
-521.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +3.7% | +0.5% | +3.2% | +3.3% |
| 30D | +4.0% | -0.9% | +4.9% | +4.8% |
| 3M | +16.2% | +3.9% | +12.3% | +12.9% |
| 6M | +38.2% | +14.5% | +23.7% | +24.9% |
| YTD | +52.2% | +13.0% | +39.2% | +39.0% |
| 1Y | +67.0% | +19.4% | +47.6% | +46.4% |
| 3Y | +251.2% | +78.9% | +172.4% | +130.2% |
| 5Y | +307.0% | +82.3% | +224.7% | +159.1% |
| 10Y | +249.0% | +314.2% | -65.2% | +8.7% |
| All | +290.6% | +812.0% | -521.4% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling