-18.7%
MITK vs VOO
+82.6%
-101.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +8.4% | +0.1% | +8.3% | +8.6% |
| 3M | +16.6% | +2.0% | +14.6% | +14.4% |
| 6M | +22.3% | +13.0% | +9.2% | +6.4% |
| YTD | +76.0% | +13.6% | +62.4% | +53.1% |
| 1Y | +92.2% | +20.1% | +72.2% | +56.6% |
| 3Y | +63.6% | +77.6% | -14.0% | -15.9% |
| All | -18.7% | +82.6% | -101.2% | -60.3% |
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