+8.5%
MITK vs VOO
+75.1%
-66.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | -0.4% |
| 7D | -1.8% | -0.9% | -0.9% | -0.2% |
| 30D | +12.1% | -2.3% | +14.5% | +16.2% |
| 3M | +1.2% | -1.2% | +2.4% | +3.5% |
| 6M | +25.1% | +3.3% | +21.8% | +21.7% |
| YTD | +77.6% | +12.3% | +65.3% | +57.8% |
| 1Y | +98.7% | +12.5% | +86.2% | +76.0% |
| 3Y | +77.6% | +79.2% | -1.5% | -8.4% |
| 5Y | +8.5% | +75.7% | -67.2% | -42.7% |
| All | +8.5% | +75.1% | -66.6% | -42.7% |
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 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