+30.7%
MICC vs VOO
+11.3%
+19.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | -1.2% | -2.0% | +0.8% | -0.4% |
| 30D | +0.4% | -1.7% | +2.0% | +1.1% |
| 3M | +9.8% | +4.7% | +5.1% | +7.4% |
| 6M | +27.5% | +12.6% | +15.0% | +19.7% |
| YTD | +23.0% | +11.8% | +11.3% | +17.9% |
| All | +30.7% | +11.3% | +19.4% | +25.3% |
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 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