-97.7%
MIMI vs VOO
+32.5%
-130.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +4.2% |
| 7D | +46.6% | -0.4% | +47.0% | +47.9% |
| 30D | -53.7% | -1.4% | -52.3% | -52.8% |
| 3M | -70.7% | +3.7% | -74.4% | -71.9% |
| 6M | -69.0% | +13.0% | -82.0% | -72.7% |
| YTD | -68.7% | +12.4% | -81.1% | -72.2% |
| 1Y | -98.9% | +18.6% | -117.5% | -99.1% |
| All | -97.7% | +32.5% | -130.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling