+361.9%
MCI vs VOO
+810.0%
-448.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | +4.8% | -0.8% | +5.5% | +5.0% |
| 30D | +20.1% | -1.1% | +21.2% | +20.5% |
| 3M | +14.6% | +3.9% | +10.7% | +13.1% |
| 6M | +1.6% | +13.6% | -12.1% | -2.6% |
| YTD | +12.5% | +12.7% | -0.2% | +8.2% |
| 1Y | -4.2% | +17.6% | -21.8% | -9.2% |
| 3Y | +58.1% | +77.3% | -19.3% | +29.6% |
| 5Y | +92.2% | +84.1% | +8.1% | +53.9% |
| 10Y | +124.7% | +323.5% | -198.8% | +33.8% |
| All | +361.9% | +810.0% | -448.1% | +120.5% |
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