+25.3%
MMIT vs VOO
+238.4%
-213.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | +0.6% | -0.6% | +1.2% | +0.6% |
| 30D | +3.9% | -3.6% | +7.5% | +4.1% |
| 3M | 0.0% | -2.7% | +2.7% | +0.1% |
| 6M | -0.1% | +2.2% | -2.4% | -0.2% |
| YTD | +1.0% | +10.9% | -9.9% | +0.5% |
| 1Y | +1.5% | +11.3% | -9.9% | +0.9% |
| 3Y | +12.3% | +76.9% | -64.7% | +8.9% |
| 5Y | +5.5% | +73.5% | -68.0% | +2.3% |
| All | +25.3% | +238.4% | -213.1% | +16.6% |
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