+75.6%
MITK vs VOO
+78.8%
-3.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.6% |
| 7D | +2.3% | -0.6% | +2.8% | +3.7% |
| 30D | +4.7% | -3.6% | +8.3% | +10.5% |
| 3M | -0.1% | -2.7% | +2.6% | +4.4% |
| 6M | +18.7% | +2.2% | +16.5% | +17.2% |
| YTD | +75.6% | +10.9% | +64.7% | +58.5% |
| 1Y | +99.0% | +11.3% | +87.7% | +78.6% |
| 3Y | +75.6% | +76.9% | -1.3% | -18.2% |
| All | +75.6% | +78.8% | -3.2% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling