+100.1%
MGMT vs VOO
+123.0%
-22.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -1.9% | -2.0% | +0.1% | -0.1% |
| 30D | -3.6% | -1.7% | -1.9% | -2.1% |
| 3M | +2.5% | +4.7% | -2.2% | -1.9% |
| 6M | +9.3% | +12.6% | -3.2% | -2.3% |
| YTD | +12.8% | +11.8% | +1.0% | +1.5% |
| 1Y | +14.3% | +17.5% | -3.2% | -1.9% |
| 3Y | +47.7% | +77.0% | -29.3% | -12.8% |
| 5Y | +43.5% | +82.6% | -39.1% | -18.0% |
| All | +100.1% | +123.0% | -22.9% | -6.2% |
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