+263.7%
MG vs VOO
+75.9%
+187.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | +1.5% | -2.0% | +3.5% | +3.5% |
| 30D | +4.1% | -1.7% | +5.7% | +5.8% |
| 3M | +6.5% | +4.7% | +1.8% | +1.4% |
| 6M | +34.4% | +12.6% | +21.8% | +19.3% |
| YTD | +53.0% | +11.8% | +41.2% | +36.8% |
| 1Y | +103.0% | +17.5% | +85.5% | +73.4% |
| All | +263.7% | +75.9% | +187.8% | +126.9% |
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