+117.1%
MFIC vs VOO
+806.9%
-689.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.9% |
| 7D | -0.4% | -0.9% | +0.5% | +0.3% |
| 30D | +21.9% | -2.3% | +24.3% | +24.5% |
| 3M | +8.9% | -1.2% | +10.1% | +9.8% |
| 6M | -1.3% | +3.3% | -4.6% | -4.9% |
| YTD | -1.3% | +12.3% | -13.6% | -12.5% |
| 1Y | -3.2% | +12.5% | -15.7% | -14.4% |
| 3Y | +12.3% | +79.2% | -66.9% | -38.2% |
| 5Y | +42.9% | +75.7% | -32.7% | -21.2% |
| 10Y | +88.0% | +313.7% | -225.7% | -59.3% |
| All | +117.1% | +806.9% | -689.8% | -85.0% |
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 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