+114.8%
MFIC vs VOO
+800.4%
-685.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -0.8% | +2.6% | -3.4% | -3.3% |
| 30D | +22.1% | -2.0% | +24.0% | +24.2% |
| 3M | +6.8% | -2.8% | +9.6% | +9.4% |
| 6M | -1.6% | +2.2% | -3.7% | -4.1% |
| YTD | -2.3% | +11.5% | -13.8% | -12.9% |
| 1Y | -3.2% | +13.5% | -16.6% | -15.1% |
| 3Y | +11.0% | +78.1% | -67.1% | -38.6% |
| 5Y | +40.9% | +73.1% | -32.3% | -21.2% |
| 10Y | +86.0% | +310.7% | -224.8% | -59.4% |
| All | +114.8% | +800.4% | -685.7% | -85.1% |
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