-19.3%
MIR vs VOO
+20.9%
-40.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.8% |
| 7D | +17.6% | +0.1% | +17.5% | +17.3% |
| 30D | +9.9% | +0.1% | +9.8% | +9.8% |
| 3M | -7.1% | +2.0% | -9.1% | -10.2% |
| 6M | -21.6% | +13.0% | -34.7% | -39.6% |
| YTD | -27.7% | +13.6% | -41.3% | -45.3% |
| 1Y | -19.3% | +20.1% | -39.4% | -50.4% |
| All | -19.3% | +20.9% | -40.3% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling