+217.4%
MITK vs VOO
+311.2%
-93.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.3% |
| 7D | +7.8% | +3.3% | +4.5% | +4.7% |
| 30D | +8.2% | -2.7% | +10.9% | +11.7% |
| 3M | -1.7% | -1.7% | 0.0% | +0.7% |
| 6M | +24.4% | +3.1% | +21.3% | +22.1% |
| YTD | +73.0% | +11.9% | +61.0% | +58.4% |
| 1Y | +93.1% | +12.1% | +81.1% | +76.5% |
| 3Y | +73.0% | +78.6% | -5.6% | +5.1% |
| 5Y | +6.1% | +73.8% | -67.7% | -33.9% |
| All | +217.4% | +311.2% | -93.8% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling