+102.8%
MINV vs VOO
+118.1%
-15.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | 0.0% | +0.1% | 0.0% | 0.0% |
| 3M | -10.8% | +2.0% | -12.8% | -12.1% |
| 6M | +26.2% | +13.0% | +13.2% | +13.7% |
| YTD | +40.0% | +13.6% | +26.5% | +25.7% |
| 1Y | +47.4% | +20.1% | +27.3% | +26.5% |
| 3Y | +112.7% | +77.6% | +35.2% | +30.5% |
| All | +102.8% | +118.1% | -15.4% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling