-21.1%
MGRD vs VOO
+87.5%
-108.6%
-37.9%
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% | +0.3% |
| 7D | -0.4% | -0.8% | +0.4% | -0.1% |
| 30D | -2.2% | -1.1% | -1.1% | -1.7% |
| 3M | -1.2% | +3.9% | -5.1% | -2.8% |
| 6M | -1.2% | +13.6% | -14.9% | -6.3% |
| YTD | -2.0% | +12.7% | -14.7% | -6.7% |
| 1Y | -6.7% | +17.6% | -24.3% | -12.8% |
| 3Y | +13.7% | +77.3% | -63.6% | -12.3% |
| 5Y | -20.9% | +84.1% | -105.0% | -40.9% |
| All | -21.1% | +87.5% | -108.6% | -41.3% |
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 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