+24.6%
MGR vs VOO
+202.6%
-178.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | 0.0% |
| 7D | +0.9% | -0.8% | +1.7% | +1.3% |
| 30D | -0.8% | -1.1% | +0.3% | -0.2% |
| 3M | +1.2% | +3.9% | -2.7% | -1.1% |
| 6M | -1.1% | +13.6% | -14.8% | -8.2% |
| YTD | -2.1% | +12.7% | -14.8% | -8.8% |
| 1Y | -6.3% | +17.6% | -23.9% | -15.0% |
| 3Y | +12.4% | +77.3% | -64.9% | -21.8% |
| 5Y | -1.3% | +84.1% | -85.4% | -34.0% |
| All | +24.6% | +202.6% | -178.0% | -48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling