-97.9%
MGN vs VOO
+17.8%
-115.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -0.4% | -14.1% | -13.6% |
| 7D | -9.1% | +0.1% | -9.2% | -9.5% |
| 30D | -29.1% | +0.1% | -29.1% | -29.2% |
| 3M | -32.0% | +2.0% | -34.0% | -34.5% |
| 6M | -96.7% | +13.0% | -109.7% | -96.8% |
| YTD | -93.5% | +13.6% | -107.1% | -94.0% |
| All | -97.9% | +17.8% | -115.8% | -98.2% |
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 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