-97.6%
MIMI vs VOO
+32.8%
-130.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.8% | -8.6% | -8.7% |
| 7D | +1.9% | -0.8% | +2.7% | +2.7% |
| 30D | -50.6% | -1.1% | -49.5% | -49.8% |
| 3M | -65.6% | +3.9% | -69.5% | -67.1% |
| 6M | -71.9% | +13.6% | -85.5% | -75.5% |
| YTD | -67.7% | +12.7% | -80.4% | -71.5% |
| 1Y | -98.9% | +17.6% | -116.5% | -99.1% |
| All | -97.6% | +32.8% | -130.5% | -97.8% |
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 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