+23.1%
MMIT vs VOO
+243.1%
-220.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -0.6% | -0.4% | -0.3% | -0.6% |
| 30D | -1.7% | -1.4% | -0.4% | -1.7% |
| 3M | -2.3% | +3.7% | -6.0% | -2.5% |
| 6M | -2.0% | +13.0% | -15.1% | -2.6% |
| YTD | -0.7% | +12.4% | -13.2% | -1.3% |
| 1Y | +1.4% | +18.6% | -17.2% | +0.5% |
| 3Y | +9.8% | +78.1% | -68.2% | +6.6% |
| 5Y | +3.2% | +82.3% | -79.0% | -0.2% |
| All | +23.1% | +243.1% | -220.0% | +14.5% |
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 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