-17.4%
MG vs VOO
+325.3%
-342.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.4% |
| 7D | +3.6% | -0.8% | +4.4% | +4.5% |
| 30D | +13.5% | -1.1% | +14.6% | +14.9% |
| 3M | +6.3% | +3.9% | +2.4% | +1.6% |
| 6M | +37.2% | +13.6% | +23.6% | +18.7% |
| YTD | +56.6% | +12.7% | +43.9% | +36.8% |
| 1Y | +103.8% | +17.6% | +86.2% | +70.2% |
| 3Y | +272.4% | +77.3% | +195.0% | +95.2% |
| 5Y | +116.3% | +84.1% | +32.1% | +6.4% |
| All | -17.4% | +325.3% | -342.6% | -83.6% |
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