-8.3%
MGR vs VOO
+72.6%
-80.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -4.6% | +2.6% | -7.1% | -5.4% |
| 30D | -4.3% | -2.0% | -2.3% | -3.7% |
| 3M | -9.9% | -2.8% | -7.1% | -9.1% |
| 6M | -11.0% | +2.2% | -13.2% | -11.8% |
| YTD | -10.7% | +11.5% | -22.2% | -14.1% |
| 1Y | -11.5% | +13.5% | -25.0% | -15.4% |
| 3Y | +3.1% | +78.1% | -75.0% | -17.1% |
| All | -8.3% | +72.6% | -80.8% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling