-99.4%
MI vs VOO
+324.3%
-423.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.6% |
| 7D | -12.6% | -0.4% | -12.2% | -12.4% |
| 30D | -72.1% | -1.4% | -70.7% | -71.9% |
| 3M | -85.2% | +3.7% | -88.9% | -85.6% |
| 6M | -48.4% | +13.0% | -61.5% | -54.5% |
| YTD | -46.4% | +12.4% | -58.8% | -52.4% |
| 1Y | -48.6% | +18.6% | -67.2% | -57.0% |
| 3Y | -77.2% | +78.1% | -155.3% | -86.9% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.7% |
| All | -99.4% | +324.3% | -423.6% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling