+128.9%
MGNR vs VOO
+58.5%
+70.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.7% |
| 7D | -1.7% | -2.0% | +0.3% | +0.5% |
| 30D | +3.2% | -1.7% | +4.8% | +5.0% |
| 3M | +8.4% | +4.7% | +3.7% | +3.0% |
| 6M | +7.1% | +12.6% | -5.4% | -5.6% |
| YTD | +23.8% | +11.8% | +12.1% | +9.9% |
| 1Y | +43.7% | +17.5% | +26.2% | +21.1% |
| All | +128.9% | +58.5% | +70.4% | +44.6% |
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