+24.0%
MGR vs VOO
+203.3%
-179.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.7% |
| 7D | +2.2% | +0.5% | +1.6% | +1.9% |
| 30D | -1.8% | -0.9% | -0.9% | -1.3% |
| 3M | +1.4% | +3.9% | -2.5% | -0.9% |
| 6M | -1.2% | +14.5% | -15.8% | -8.8% |
| YTD | -2.6% | +13.0% | -15.6% | -9.4% |
| 1Y | -5.5% | +19.4% | -25.0% | -15.0% |
| 3Y | +11.8% | +78.9% | -67.1% | -22.6% |
| 5Y | -1.6% | +82.3% | -83.8% | -33.7% |
| All | +24.0% | +203.3% | -179.3% | -48.7% |
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