+4,271.9%
MU vs V
+453.8%
+3,818.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | -12.0% | -0.8% | -11.3% | -11.4% |
| 30D | -28.7% | +9.5% | -38.3% | -33.7% |
| 3M | -16.4% | +16.7% | -33.1% | -26.5% |
| 6M | -1.8% | +32.9% | -34.7% | -24.3% |
| YTD | +157.1% | +21.1% | +136.0% | +111.5% |
| 1Y | +208.5% | +26.6% | +181.9% | +143.4% |
| 3Y | +906.2% | +78.4% | +827.8% | +477.4% |
| 5Y | +893.4% | +105.5% | +787.9% | +394.9% |
| 10Y | +4,271.9% | +444.2% | +3,827.6% | +782.4% |
| All | +4,271.9% | +453.8% | +3,818.1% | +782.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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