+873.1%
MGC vs VOO
+806.9%
+66.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.1% |
| 7D | -1.0% | -0.9% | -0.1% | -0.1% |
| 30D | -3.3% | -2.3% | -1.0% | -1.0% |
| 3M | -1.2% | -1.2% | -0.1% | 0.0% |
| 6M | +2.9% | +3.3% | -0.4% | -0.3% |
| YTD | +11.6% | +12.3% | -0.8% | -0.6% |
| 1Y | +11.6% | +12.5% | -0.9% | -0.7% |
| 3Y | +82.3% | +79.2% | +3.1% | +2.2% |
| 5Y | +80.1% | +75.7% | +4.4% | +3.1% |
| 10Y | +339.8% | +313.7% | +26.1% | +8.4% |
| All | +873.1% | +806.9% | +66.2% | +10.5% |
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