+1,371.2%
MU vs VEU
+77.5%
+1,293.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +4.8% |
| 7D | +9.0% | +1.1% | +7.8% | +6.2% |
| 30D | +13.8% | +2.2% | +11.6% | +8.6% |
| 3M | +2.1% | +3.0% | -0.9% | -0.2% |
| 6M | +153.8% | +10.9% | +142.9% | +116.5% |
| YTD | +256.4% | +18.2% | +238.2% | +166.7% |
| 1Y | +719.8% | +28.3% | +691.5% | +429.6% |
| All | +1,371.2% | +77.5% | +1,293.7% | +478.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling