+866.5%
MGC vs VOO
+800.4%
+66.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +2.6% | +2.6% | 0.0% | 0.0% |
| 30D | -2.9% | -2.0% | -0.9% | -0.9% |
| 3M | -2.8% | -2.8% | 0.0% | 0.0% |
| 6M | +1.6% | +2.2% | -0.6% | -0.5% |
| YTD | +10.8% | +11.5% | -0.7% | -0.5% |
| 1Y | +12.7% | +13.5% | -0.8% | -0.6% |
| 3Y | +81.2% | +78.1% | +3.1% | +2.2% |
| 5Y | +77.4% | +73.1% | +4.3% | +3.0% |
| 10Y | +336.8% | +310.7% | +26.1% | +8.5% |
| All | +866.5% | +800.4% | +66.1% | +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