+957.9%
MU vs ITOT
+65.7%
+892.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.7% |
| 7D | +21.6% | +3.3% | +18.4% | +14.8% |
| 30D | -16.2% | -2.5% | -13.8% | -10.7% |
| 3M | -12.4% | -2.3% | -10.0% | -6.8% |
| 6M | +4.2% | +3.0% | +1.1% | +3.1% |
| YTD | +180.0% | +11.9% | +168.0% | +143.2% |
| 1Y | +226.4% | +12.0% | +214.4% | +185.4% |
| 3Y | +969.7% | +77.8% | +891.9% | +392.8% |
| 5Y | +957.9% | +65.0% | +892.9% | +460.9% |
| All | +957.9% | +65.7% | +892.2% | +460.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling