+4,277.4%
MU vs V
+444.9%
+3,832.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -15.2% | +0.6% | -15.8% | -15.5% |
| 30D | -29.5% | +9.7% | -39.3% | -34.5% |
| 3M | -15.8% | +17.3% | -33.1% | -26.2% |
| 6M | -2.9% | +33.2% | -36.1% | -25.2% |
| YTD | +154.2% | +21.3% | +132.9% | +108.8% |
| 1Y | +186.6% | +27.3% | +159.3% | +125.1% |
| 3Y | +871.5% | +76.1% | +795.4% | +463.9% |
| 5Y | +911.7% | +103.5% | +808.2% | +409.0% |
| 10Y | +4,277.4% | +454.5% | +3,822.9% | +773.2% |
| All | +4,277.4% | +444.9% | +3,832.4% | +773.2% |
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