+12.5%
MITT vs VOO
+81.6%
-69.1%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.3% |
| 30D | +5.7% | -1.4% | +7.1% | +7.0% |
| 3M | -12.1% | +3.7% | -15.8% | -15.1% |
| 6M | -8.4% | +13.0% | -21.5% | -18.2% |
| YTD | -16.5% | +12.4% | -28.9% | -25.0% |
| 1Y | -3.0% | +18.6% | -21.6% | -17.4% |
| 3Y | +45.5% | +78.1% | -32.5% | -16.1% |
| 5Y | +12.5% | +82.3% | -69.8% | -39.2% |
| All | +12.5% | +81.6% | -69.1% | -39.2% |
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