+32.2%
MICC vs VOO
+11.9%
+20.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -1.2% |
| 7D | -2.1% | -0.9% | -1.2% | -1.9% |
| 30D | +10.6% | -2.3% | +12.9% | +11.3% |
| 3M | +1.5% | -1.2% | +2.7% | +1.6% |
| 6M | +32.6% | +3.3% | +29.3% | +29.5% |
| YTD | +24.4% | +12.3% | +12.1% | +18.6% |
| All | +32.2% | +11.9% | +20.3% | +25.9% |
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