+19.6%
MGMT vs VOO
+14.7%
+5.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | -0.4% |
| 7D | +3.1% | -0.7% | +3.8% | +3.7% |
| 30D | +2.1% | -1.1% | +3.1% | +2.9% |
| 3M | -2.4% | -0.3% | -2.0% | -2.2% |
| 6M | +5.8% | +7.4% | -1.6% | -0.9% |
| YTD | +14.8% | +13.4% | +1.5% | +2.6% |
| 1Y | +19.6% | +14.8% | +4.8% | +5.5% |
| All | +19.6% | +14.7% | +5.0% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling