+70.2%
MIR vs VOO
+150.5%
-80.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | +17.6% | +0.1% | +17.5% | +17.4% |
| 30D | +9.9% | +0.1% | +9.8% | +9.9% |
| 3M | -7.1% | +2.0% | -9.1% | -9.0% |
| 6M | -21.6% | +13.0% | -34.7% | -32.6% |
| YTD | -27.7% | +13.6% | -41.3% | -38.2% |
| 1Y | -19.3% | +20.1% | -39.4% | -35.0% |
| 3Y | +98.0% | +77.6% | +20.4% | +2.3% |
| 5Y | +69.1% | +82.4% | -13.3% | -15.4% |
| All | +70.2% | +150.5% | -80.3% | -22.1% |
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