+189.8%
MU vs VCIT
-0.8%
+190.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.1% |
| 7D | -12.0% | +0.7% | -12.8% | -14.3% |
| 30D | -28.7% | +1.8% | -30.5% | -33.5% |
| 3M | -16.4% | -1.6% | -14.9% | -9.7% |
| 6M | -1.8% | -2.1% | +0.3% | +8.8% |
| YTD | +157.1% | -1.6% | +158.6% | +179.9% |
| All | +189.8% | -0.8% | +190.6% | +218.4% |
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