+4,609.2%
MU vs VEA
+160.4%
+4,448.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +10.5% |
| 7D | +2.0% | -1.3% | +3.3% | +5.4% |
| 30D | -18.0% | 0.0% | -17.9% | -17.0% |
| 3M | -6.6% | -3.6% | -3.0% | +0.5% |
| 6M | +2.0% | -0.5% | +2.5% | +8.8% |
| YTD | +184.5% | +13.0% | +171.5% | +150.6% |
| 1Y | +236.9% | +16.3% | +220.6% | +185.6% |
| 3Y | +987.0% | +74.4% | +912.5% | +424.8% |
| 5Y | +1,014.6% | +55.8% | +958.8% | +549.8% |
| 10Y | +4,609.2% | +161.1% | +4,448.1% | +1,369.8% |
| All | +4,609.2% | +160.4% | +4,448.8% | +1,369.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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