+871.5%
MU vs VEA
+73.9%
+797.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | +0.6% |
| 7D | -15.2% | 0.0% | -15.2% | -14.5% |
| 30D | -29.5% | -1.4% | -28.1% | -26.4% |
| 3M | -15.8% | -4.1% | -11.7% | -6.3% |
| 6M | -2.9% | -1.3% | -1.6% | +6.5% |
| YTD | +154.2% | +12.1% | +142.2% | +117.0% |
| 1Y | +186.6% | +16.1% | +170.5% | +128.9% |
| 3Y | +871.5% | +73.0% | +798.5% | +301.3% |
| All | +871.5% | +73.9% | +797.6% | +301.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling