-59.6%
MITT vs VOO
+654.8%
-714.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | -4.5% | +2.6% | -7.1% | -6.9% |
| 30D | -20.0% | -2.0% | -18.0% | -18.3% |
| 3M | -34.1% | -2.8% | -31.3% | -32.2% |
| 6M | -40.8% | +2.2% | -43.0% | -42.2% |
| YTD | -44.6% | +11.5% | -56.2% | -50.4% |
| 1Y | -37.8% | +13.5% | -51.3% | -45.3% |
| 3Y | +14.8% | +78.1% | -63.3% | -36.7% |
| 5Y | -40.2% | +73.1% | -113.3% | -66.2% |
| 10Y | -76.5% | +310.7% | -387.2% | -93.0% |
| All | -59.6% | +654.8% | -714.4% | -91.0% |
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