-96.5%
MGN vs VOO
+16.9%
-113.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.8% | -13.7% | -14.0% |
| 7D | +69.0% | -0.8% | +69.8% | +69.6% |
| 30D | +65.7% | -1.1% | +66.8% | +67.3% |
| 3M | +12.7% | +3.9% | +8.8% | +2.3% |
| 6M | -94.4% | +13.6% | -108.0% | -94.6% |
| YTD | -89.0% | +12.7% | -101.7% | -89.7% |
| All | -96.5% | +16.9% | -113.4% | -97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling