-99.6%
MI vs VOO
+331.4%
-430.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +65.4% | -0.3% | +65.8% | +65.7% |
| 7D | +12.4% | -0.6% | +13.0% | +11.9% |
| 30D | -55.0% | -3.6% | -51.4% | -54.2% |
| 3M | -94.7% | -2.7% | -92.0% | -94.7% |
| 6M | +92.9% | +2.2% | +90.6% | +84.4% |
| YTD | -89.9% | +10.9% | -100.7% | -91.0% |
| 1Y | -90.0% | +11.3% | -101.3% | -91.1% |
| 3Y | -93.7% | +76.9% | -170.6% | -96.3% |
| 5Y | -99.9% | +73.5% | -173.4% | -99.9% |
| 10Y | -99.9% | +307.7% | -407.5% | -99.9% |
| All | -99.6% | +331.4% | -430.9% | -99.8% |
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