+719.8%
MU vs VCIT
+1.3%
+718.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.2% |
| 7D | +9.0% | -0.3% | +9.3% | +10.6% |
| 30D | +13.8% | -0.8% | +14.6% | +17.5% |
| 3M | +2.1% | -1.0% | +3.1% | +7.1% |
| 6M | +153.8% | -1.8% | +155.6% | +172.9% |
| YTD | +256.4% | -0.7% | +257.1% | +271.7% |
| 1Y | +719.8% | +1.0% | +718.8% | +682.6% |
| All | +719.8% | +1.3% | +718.5% | +682.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling