+1,075.7%
MITK vs VOO
+775.2%
+300.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.4% | -6.9% | -6.8% |
| 7D | -8.3% | -4.7% | -3.6% | -3.2% |
| 30D | -3.1% | -5.9% | +2.8% | +3.8% |
| 3M | -1.2% | -4.5% | +3.3% | +4.5% |
| 6M | +9.9% | +1.9% | +8.1% | +8.9% |
| YTD | +60.5% | +8.4% | +52.1% | +50.2% |
| 1Y | +82.0% | +9.5% | +72.6% | +68.5% |
| 3Y | +57.8% | +75.3% | -17.5% | -8.7% |
| 5Y | -6.1% | +67.9% | -74.0% | -42.8% |
| 10Y | +191.9% | +314.4% | -122.5% | -34.5% |
| All | +1,075.7% | +775.2% | +300.5% | +18.7% |
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 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