+454.3%
MIRM vs VOO
+80.3%
+374.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +3.0% | +2.8% |
| 7D | 0.0% | -2.0% | +2.0% | +1.5% |
| 30D | +2.4% | -1.7% | +4.1% | +3.7% |
| 3M | +7.0% | +4.7% | +2.3% | +3.3% |
| 6M | +10.6% | +12.6% | -1.9% | +1.5% |
| YTD | +27.4% | +11.8% | +15.6% | +17.5% |
| 1Y | +34.4% | +17.5% | +16.8% | +19.6% |
| 3Y | +238.4% | +77.0% | +161.4% | +130.9% |
| 5Y | +454.3% | +82.6% | +371.7% | +280.1% |
| All | +454.3% | +80.3% | +374.0% | +280.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling