-31.1%
MIND vs VOO
+77.8%
-108.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.5% | -7.4% |
| 7D | -2.3% | +0.5% | -2.9% | -2.9% |
| 30D | -17.3% | -0.9% | -16.4% | -16.3% |
| 3M | -31.7% | +3.9% | -35.6% | -34.6% |
| 6M | -46.1% | +14.5% | -60.6% | -53.7% |
| YTD | -52.2% | +13.0% | -65.2% | -58.3% |
| 1Y | -55.7% | +19.4% | -75.1% | -63.1% |
| All | -31.1% | +77.8% | -108.9% | -52.1% |
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 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