-40.8%
MITT vs VOO
+75.1%
-116.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -4.8% |
| 7D | -23.4% | -0.9% | -22.5% | -22.6% |
| 30D | -24.1% | -2.3% | -21.7% | -22.3% |
| 3M | -34.5% | -1.2% | -33.3% | -33.7% |
| 6M | -41.3% | +3.3% | -44.6% | -43.1% |
| YTD | -44.9% | +12.3% | -57.2% | -50.6% |
| 1Y | -39.0% | +12.5% | -51.5% | -45.4% |
| 3Y | +12.8% | +79.2% | -66.4% | -36.3% |
| 5Y | -40.8% | +75.7% | -116.5% | -68.7% |
| All | -40.8% | +75.1% | -116.0% | -68.7% |
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