+4,407.5%
MU vs ITOT
+287.5%
+4,120.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.9% |
| 7D | +12.8% | +2.5% | +10.3% | +8.6% |
| 30D | -14.9% | -1.7% | -13.2% | -11.0% |
| 3M | -18.0% | -3.4% | -14.7% | -11.8% |
| 6M | -3.1% | +2.1% | -5.2% | -2.5% |
| YTD | +172.9% | +11.5% | +161.4% | +141.8% |
| 1Y | +228.8% | +13.6% | +215.2% | +185.0% |
| 3Y | +950.8% | +77.2% | +873.6% | +395.2% |
| 5Y | +931.3% | +64.4% | +866.9% | +458.1% |
| All | +4,407.5% | +287.5% | +4,120.0% | +465.8% |
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