-96.6%
MIST vs VOO
+196.5%
-293.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.6% | -0.4% | -20.2% | -20.4% |
| 7D | -31.8% | +2.6% | -34.4% | -32.7% |
| 30D | -34.0% | -2.0% | -32.0% | -33.1% |
| 3M | -51.4% | -2.8% | -48.6% | -50.5% |
| 6M | -69.8% | +2.2% | -71.9% | -69.9% |
| YTD | -74.3% | +11.5% | -85.8% | -75.2% |
| 1Y | -72.6% | +13.5% | -86.1% | -73.8% |
| 3Y | -77.8% | +78.1% | -155.9% | -81.1% |
| 5Y | -91.5% | +73.1% | -164.6% | -92.9% |
| All | -96.6% | +196.5% | -293.1% | -94.6% |
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