-3.2%
MFIC vs VOO
+12.1%
-15.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.8% | +2.6% | -3.4% | -2.2% |
| 30D | +22.1% | -2.0% | +24.0% | +23.4% |
| 3M | +6.8% | -2.8% | +9.6% | +8.5% |
| 6M | -1.6% | +2.2% | -3.7% | -3.0% |
| YTD | -2.3% | +11.5% | -13.8% | -9.9% |
| 1Y | -3.2% | +13.5% | -16.6% | -11.5% |
| All | -3.2% | +12.1% | -15.3% | -11.5% |
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 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