-34.6%
MIND vs VOO
+78.8%
-113.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.1% | -6.0% |
| 7D | -21.9% | -0.6% | -21.3% | -21.1% |
| 30D | -32.4% | -3.6% | -28.8% | -29.0% |
| 3M | -39.4% | -2.7% | -36.7% | -37.1% |
| 6M | -55.7% | +2.2% | -57.9% | -56.5% |
| YTD | -65.4% | +10.9% | -76.3% | -69.0% |
| 1Y | -77.9% | +11.3% | -89.2% | -80.2% |
| 3Y | -34.6% | +76.9% | -111.5% | -43.5% |
| All | -34.6% | +78.8% | -113.4% | -43.5% |
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