+1,362.4%
MU vs VCIT
+19.1%
+1,343.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -0.3% | +9.3% | +9.6% |
| 30D | +13.8% | -0.8% | +14.6% | +15.1% |
| 3M | +2.1% | -1.0% | +3.1% | +3.8% |
| 6M | +153.8% | -1.8% | +155.6% | +160.7% |
| YTD | +256.4% | -0.7% | +257.1% | +262.0% |
| 1Y | +719.8% | +1.0% | +718.8% | +720.3% |
| All | +1,362.4% | +19.1% | +1,343.3% | +1,146.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling