+28.2%
MICC vs VOO
+12.0%
+16.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.8% |
| 7D | -3.6% | -0.4% | -3.3% | -3.5% |
| 30D | -0.4% | -1.4% | +1.0% | +0.2% |
| 3M | +9.6% | +3.7% | +5.8% | +7.8% |
| 6M | +25.2% | +13.0% | +12.2% | +17.5% |
| YTD | +20.7% | +12.4% | +8.3% | +15.4% |
| All | +28.2% | +12.0% | +16.2% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling