+96.7%
MIY vs VOO
+812.0%
-715.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | 0.0% | +0.5% | -0.5% | -0.1% |
| 30D | +3.5% | -0.9% | +4.4% | +3.6% |
| 3M | +4.2% | +3.9% | +0.3% | +3.5% |
| 6M | +1.6% | +14.5% | -12.9% | -0.6% |
| YTD | +10.9% | +13.0% | -2.1% | +8.7% |
| 1Y | +16.7% | +19.4% | -2.7% | +13.4% |
| 3Y | +40.5% | +78.9% | -38.3% | +27.5% |
| 5Y | +2.6% | +82.3% | -79.6% | -7.7% |
| 10Y | +33.9% | +314.2% | -280.3% | +9.0% |
| All | +96.7% | +812.0% | -715.3% | +58.5% |
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