-27.5%
MIR vs VOO
+18.2%
-45.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.9% |
| 7D | -5.6% | -0.8% | -4.8% | -4.1% |
| 30D | +5.1% | -1.1% | +6.1% | +7.5% |
| 3M | -2.6% | +3.9% | -6.5% | -9.9% |
| 6M | -26.1% | +13.6% | -39.7% | -44.2% |
| YTD | -31.8% | +12.7% | -44.5% | -47.7% |
| 1Y | -27.5% | +17.6% | -45.1% | -54.3% |
| All | -27.5% | +18.2% | -45.7% | -54.3% |
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