-0.5%
MGA vs VOO
+82.3%
-82.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | +4.6% | +0.5% | +4.1% | +4.0% |
| 30D | -4.7% | -0.9% | -3.8% | -3.6% |
| 3M | +0.5% | +3.9% | -3.3% | -3.9% |
| 6M | +14.8% | +14.5% | +0.3% | -2.1% |
| YTD | +27.7% | +13.0% | +14.8% | +10.7% |
| 1Y | +47.8% | +19.4% | +28.4% | +19.7% |
| 3Y | +29.6% | +78.9% | -49.3% | -38.1% |
| 5Y | -0.5% | +82.3% | -82.8% | -53.3% |
| All | -0.5% | +82.3% | -82.8% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling