+262.5%
MFG vs VOO
+800.4%
-537.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | +10.0% | +2.6% | +7.4% | +7.9% |
| 30D | +0.8% | -2.0% | +2.8% | +2.4% |
| 3M | -5.9% | -2.8% | -3.1% | -3.7% |
| 6M | +16.3% | +2.2% | +14.1% | +14.7% |
| YTD | +41.3% | +11.5% | +29.7% | +30.5% |
| 1Y | +52.3% | +13.5% | +38.8% | +39.0% |
| 3Y | +229.0% | +78.1% | +150.9% | +117.0% |
| 5Y | +302.7% | +73.1% | +229.6% | +167.4% |
| 10Y | +227.7% | +310.7% | -83.0% | +2.9% |
| All | +262.5% | +800.4% | -537.9% | -47.0% |
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