+9,101.3%
MU vs VEU
+192.1%
+8,909.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +5.4% |
| 7D | +9.0% | +1.1% | +7.8% | +7.3% |
| 30D | +13.8% | +2.2% | +11.6% | +10.7% |
| 3M | +2.1% | +3.0% | -0.9% | +1.5% |
| 6M | +153.8% | +10.9% | +142.9% | +131.0% |
| YTD | +256.4% | +18.2% | +238.2% | +199.3% |
| 1Y | +719.8% | +28.3% | +691.5% | +525.6% |
| 3Y | +1,360.4% | +74.6% | +1,285.7% | +672.6% |
| 5Y | +1,312.4% | +56.4% | +1,256.1% | +785.3% |
| 10Y | +6,142.6% | +153.0% | +5,989.6% | +2,189.3% |
| All | +9,101.3% | +192.1% | +8,909.2% | +3,135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling