+28.0%
MIN vs VOO
+314.0%
-286.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.3% |
| 7D | -1.2% | +0.5% | -1.8% | -1.3% |
| 30D | -0.8% | -0.9% | +0.1% | -0.7% |
| 3M | +0.4% | +3.9% | -3.5% | -0.2% |
| 6M | -0.6% | +14.5% | -15.1% | -2.5% |
| YTD | -2.2% | +13.0% | -15.1% | -4.0% |
| 1Y | -3.3% | +19.4% | -22.8% | -5.9% |
| 3Y | +16.4% | +78.9% | -62.5% | +6.4% |
| 5Y | +2.1% | +82.3% | -80.2% | -7.2% |
| 10Y | +28.0% | +314.2% | -286.2% | +4.1% |
| All | +28.0% | +314.0% | -286.0% | +4.1% |
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