+29.5%
MICC vs VOO
+13.1%
+16.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +2.5% | +0.1% | +2.4% | +2.5% |
| 3M | +13.4% | +2.0% | +11.4% | +12.8% |
| 6M | +24.7% | +13.0% | +11.7% | +18.0% |
| YTD | +21.9% | +13.6% | +8.3% | +16.1% |
| All | +29.5% | +13.1% | +16.3% | +23.3% |
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