+5,744.5%
MU vs ITOT
+300.1%
+5,444.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.8% |
| 7D | +2.0% | -2.0% | +4.0% | +5.6% |
| 30D | +12.5% | -2.0% | +14.5% | +16.3% |
| 3M | +9.6% | +4.5% | +5.1% | +3.5% |
| 6M | +142.6% | +12.6% | +130.0% | +106.6% |
| YTD | +242.7% | +12.0% | +230.7% | +196.4% |
| 1Y | +599.3% | +17.3% | +582.0% | +470.8% |
| 3Y | +1,308.3% | +75.2% | +1,233.0% | +562.2% |
| 5Y | +1,263.7% | +74.0% | +1,189.7% | +565.3% |
| All | +5,744.5% | +300.1% | +5,444.4% | +738.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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