-40.3%
MI vs VOO
+18.0%
-58.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -10.7% |
| 7D | -12.6% | -0.4% | -12.2% | -15.8% |
| 30D | -72.1% | -1.4% | -70.7% | -74.9% |
| 3M | -85.2% | +3.7% | -88.9% | -80.4% |
| 6M | -48.4% | +13.0% | -61.5% | -36.7% |
| YTD | -46.4% | +12.4% | -58.8% | -33.8% |
| All | -40.3% | +18.0% | -58.3% | -27.6% |
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