+6,169.9%
MU vs VEU
+150.1%
+6,019.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.5% | +4.1% |
| 7D | +7.5% | +0.3% | +7.2% | +6.9% |
| 30D | +19.4% | +0.7% | +18.7% | +18.3% |
| 3M | +9.8% | +4.7% | +5.1% | +5.1% |
| 6M | +164.1% | +11.6% | +152.5% | +132.0% |
| YTD | +260.3% | +16.8% | +243.5% | +196.3% |
| 1Y | +661.2% | +24.9% | +636.3% | +471.5% |
| 3Y | +1,380.8% | +75.7% | +1,305.1% | +584.2% |
| 5Y | +1,346.4% | +56.1% | +1,290.3% | +719.9% |
| 10Y | +6,169.9% | +153.6% | +6,016.3% | +1,917.9% |
| All | +6,169.9% | +150.1% | +6,019.8% | +1,917.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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