+78.3%
MIR vs VOO
+145.9%
-67.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -1.3% | +2.6% | -3.9% | -4.5% |
| 30D | +11.6% | -2.0% | +13.6% | +14.3% |
| 3M | +13.7% | -2.8% | +16.5% | +18.1% |
| 6M | -4.8% | +2.2% | -7.0% | -6.9% |
| YTD | -24.3% | +11.5% | -35.8% | -33.6% |
| 1Y | -26.1% | +13.5% | -39.6% | -36.4% |
| 3Y | +116.3% | +78.1% | +38.3% | +11.6% |
| 5Y | +55.6% | +73.1% | -17.5% | -19.1% |
| All | +78.3% | +145.9% | -67.6% | -16.3% |
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 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