-7.4%
MGM vs VOO
+82.8%
-90.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -3.2% |
| 7D | -3.2% | -0.8% | -2.5% | -2.2% |
| 30D | -9.3% | -1.1% | -8.2% | -8.0% |
| 3M | -15.5% | +3.9% | -19.4% | -20.3% |
| 6M | +9.9% | +13.6% | -3.7% | -9.0% |
| YTD | +9.3% | +12.7% | -3.4% | -8.3% |
| 1Y | +12.9% | +17.6% | -4.7% | -11.0% |
| 3Y | -6.6% | +77.3% | -83.9% | -58.7% |
| All | -7.4% | +82.8% | -90.2% | -59.8% |
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