-65.2%
MIST vs VOO
+3.7%
-68.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -2.5% |
| 7D | -14.4% | -0.9% | -13.4% | -12.2% |
| 30D | -17.9% | -2.3% | -15.5% | -13.2% |
| 3M | -47.9% | -1.2% | -46.7% | -46.1% |
| 6M | -65.2% | +3.3% | -68.5% | -67.4% |
| All | -65.2% | +3.7% | -68.9% | -67.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling