+189.8%
MU vs VCIT
-0.9%
+190.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.5% |
| 7D | -22.0% | +0.1% | -22.1% | -22.3% |
| 30D | -36.6% | +1.9% | -38.5% | -41.2% |
| 3M | -21.7% | -1.4% | -20.3% | -15.9% |
| 6M | +3.5% | -2.1% | +5.7% | +14.8% |
| YTD | +141.9% | -1.6% | +143.6% | +164.2% |
| 1Y | +189.8% | -0.9% | +190.8% | +217.8% |
| All | +189.8% | -0.9% | +190.7% | +217.8% |
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