+1,189.6%
MITK vs VOO
+817.1%
+372.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 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% | +14.7% |
| 6M | +22.3% | +13.0% | +9.2% | +8.5% |
| YTD | +76.0% | +13.6% | +62.4% | +56.1% |
| 1Y | +92.2% | +20.1% | +72.2% | +61.1% |
| 3Y | +63.6% | +77.6% | -14.0% | -7.2% |
| 5Y | -19.4% | +82.4% | -101.8% | -55.0% |
| 10Y | +130.1% | +316.8% | -186.7% | -48.4% |
| All | +1,189.6% | +817.1% | +372.5% | +23.4% |
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