-81.2%
MIND vs VOO
+81.6%
-162.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -6.9% | -6.9% |
| 7D | -12.2% | -0.4% | -11.8% | -11.8% |
| 30D | -22.5% | -1.4% | -21.1% | -21.4% |
| 3M | -34.1% | +3.7% | -37.8% | -36.1% |
| 6M | -50.9% | +13.0% | -64.0% | -55.9% |
| YTD | -55.7% | +12.4% | -68.2% | -60.0% |
| 1Y | -59.3% | +18.6% | -77.9% | -64.6% |
| 3Y | -36.2% | +78.1% | -114.3% | -58.8% |
| 5Y | -81.2% | +82.3% | -163.5% | -88.1% |
| All | -81.2% | +81.6% | -162.8% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling