-62.2%
MITT vs VOO
+325.3%
-387.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.6% |
| 7D | -3.5% | -0.8% | -2.8% | -2.7% |
| 30D | -2.1% | -1.1% | -1.0% | -0.9% |
| 3M | -12.8% | +3.9% | -16.6% | -16.8% |
| 6M | -10.2% | +13.6% | -23.8% | -23.0% |
| YTD | -18.0% | +12.7% | -30.7% | -29.1% |
| 1Y | -5.1% | +17.6% | -22.7% | -22.4% |
| 3Y | +43.3% | +77.3% | -34.0% | -30.2% |
| 5Y | +12.1% | +84.1% | -72.1% | -49.0% |
| All | -62.2% | +325.3% | -387.5% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling