+8,487.4%
MU vs VEA
+170.4%
+8,317.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +5.5% |
| 7D | +9.0% | +1.0% | +8.0% | +7.6% |
| 30D | +13.8% | +1.9% | +11.9% | +11.1% |
| 3M | +2.1% | +3.2% | -1.1% | +1.2% |
| 6M | +153.8% | +10.2% | +143.6% | +132.6% |
| YTD | +256.4% | +18.9% | +237.5% | +196.3% |
| 1Y | +719.8% | +29.3% | +690.4% | +517.1% |
| 3Y | +1,360.4% | +76.8% | +1,283.6% | +656.2% |
| 5Y | +1,312.4% | +61.2% | +1,251.2% | +741.7% |
| 10Y | +6,142.6% | +163.3% | +5,979.3% | +2,032.4% |
| All | +8,487.4% | +170.4% | +8,317.0% | +2,734.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling