+605.2%
MGV vs VOO
+802.4%
-197.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -1.9% | -2.0% | +0.1% | -0.2% |
| 30D | -1.4% | -1.7% | +0.3% | +0.1% |
| 3M | +5.1% | +4.7% | +0.3% | +0.8% |
| 6M | +12.6% | +12.6% | +0.1% | +1.3% |
| YTD | +18.1% | +11.8% | +6.4% | +6.8% |
| 1Y | +24.2% | +17.5% | +6.6% | +7.3% |
| 3Y | +68.9% | +77.0% | -8.1% | +0.2% |
| 5Y | +85.1% | +82.6% | +2.5% | +5.2% |
| 10Y | +240.1% | +320.0% | -79.8% | -14.0% |
| All | +605.2% | +802.4% | -197.2% | -17.3% |
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