-11.3%
MGRB vs VOO
+148.5%
-159.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -0.6% | -0.8% | +0.1% | -0.4% |
| 30D | -1.6% | -1.1% | -0.5% | -1.2% |
| 3M | -1.8% | +3.9% | -5.7% | -3.1% |
| 6M | -1.9% | +13.6% | -15.6% | -6.3% |
| YTD | -1.3% | +12.7% | -14.0% | -5.4% |
| 1Y | -8.2% | +17.6% | -25.7% | -13.4% |
| 3Y | +16.5% | +77.3% | -60.8% | -6.7% |
| 5Y | -16.2% | +84.1% | -100.3% | -34.9% |
| All | -11.3% | +148.5% | -159.8% | -33.9% |
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