+702.1%
MGRC vs VOO
+807.8%
-105.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.8% |
| 30D | -7.9% | -1.4% | -6.5% | -6.6% |
| 3M | -1.1% | +3.7% | -4.8% | -4.8% |
| 6M | +6.3% | +13.0% | -6.7% | -6.2% |
| YTD | +7.2% | +12.4% | -5.2% | -5.0% |
| 1Y | -7.9% | +18.6% | -26.5% | -22.6% |
| 3Y | +18.1% | +78.1% | -60.0% | -34.4% |
| 5Y | +73.8% | +82.3% | -8.5% | -8.0% |
| 10Y | +332.6% | +322.5% | +10.1% | -7.9% |
| All | +702.1% | +807.8% | -105.8% | -46.3% |
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 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