+20.8%
MMIN vs VOO
+243.9%
-223.1%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -0.9% | -0.8% | -0.1% | -0.8% |
| 30D | -2.9% | -1.1% | -1.8% | -2.8% |
| 3M | -3.6% | +3.9% | -7.5% | -3.9% |
| 6M | -2.3% | +13.6% | -15.9% | -3.1% |
| YTD | -1.3% | +12.7% | -14.0% | -2.1% |
| 1Y | +0.9% | +17.6% | -16.6% | -0.2% |
| 3Y | +10.4% | +77.3% | -66.9% | +5.8% |
| 5Y | -0.4% | +84.1% | -84.5% | -5.1% |
| All | +20.8% | +243.9% | -223.1% | +9.2% |
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 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