+24.1%
MFIC vs VOO
+80.3%
-56.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -2.6% | -2.0% | -0.6% | -1.2% |
| 30D | -4.2% | -1.7% | -2.5% | -3.0% |
| 3M | -8.6% | +4.7% | -13.3% | -11.8% |
| 6M | -5.5% | +12.6% | -18.1% | -13.6% |
| YTD | -13.2% | +11.8% | -24.9% | -20.2% |
| 1Y | -17.9% | +17.5% | -35.4% | -27.4% |
| 3Y | -1.8% | +77.0% | -78.8% | -35.8% |
| 5Y | +24.1% | +82.6% | -58.5% | -21.9% |
| All | +24.1% | +80.3% | -56.3% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling