+75.9%
MG vs VOO
+817.1%
-741.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +20.9% | +0.1% | +20.8% | +20.7% |
| 3M | +3.5% | +2.0% | +1.5% | +1.1% |
| 6M | +21.9% | +13.0% | +8.9% | +7.2% |
| YTD | +51.1% | +13.6% | +37.6% | +32.2% |
| 1Y | +95.3% | +20.1% | +75.2% | +61.7% |
| 3Y | +255.4% | +77.6% | +177.8% | +95.5% |
| 5Y | +95.7% | +82.4% | +13.3% | +3.1% |
| 10Y | -21.2% | +316.8% | -338.0% | -80.2% |
| All | +75.9% | +817.1% | -741.2% | -77.7% |
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