-93.7%
MI vs VOO
+78.8%
-172.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +65.4% | -0.3% | +65.8% | +65.3% |
| 7D | +12.4% | -0.6% | +13.0% | +13.1% |
| 30D | -55.0% | -3.6% | -51.4% | -55.1% |
| 3M | -94.7% | -2.7% | -92.0% | -94.7% |
| 6M | +92.9% | +2.2% | +90.6% | +106.1% |
| YTD | -89.9% | +10.9% | -100.7% | -90.5% |
| 1Y | -90.0% | +11.3% | -101.3% | -90.6% |
| 3Y | -93.7% | +76.9% | -170.6% | -98.0% |
| All | -93.7% | +78.8% | -172.5% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling