-52.0%
MGIH vs VOO
+92.3%
-144.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +2.0% | -2.0% | +4.0% | +3.1% |
| 30D | -1.3% | -1.7% | +0.4% | -0.4% |
| 3M | -3.8% | +4.7% | -8.5% | -6.3% |
| 6M | +8.5% | +12.6% | -4.1% | +1.1% |
| YTD | +24.2% | +11.8% | +12.4% | +16.3% |
| 1Y | -12.0% | +17.5% | -29.5% | -20.1% |
| 3Y | -21.0% | +77.0% | -98.0% | -32.6% |
| All | -52.0% | +92.3% | -144.4% | -61.9% |
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 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