-61.0%
MPG vs VOO
+13.8%
-74.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +4.7% |
| 7D | -6.4% | +0.1% | -6.5% | -7.2% |
| 30D | +23.4% | +0.1% | +23.4% | +24.1% |
| 3M | -40.5% | +2.0% | -42.5% | -43.1% |
| 6M | -43.5% | +13.0% | -56.5% | -66.1% |
| YTD | -25.4% | +13.6% | -39.0% | -57.2% |
| All | -61.0% | +13.8% | -74.8% | -76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling