+889.0%
MU vs VG
-39.3%
+928.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +9.0% | +1.7% | +7.3% | +8.7% |
| 30D | +13.8% | +16.0% | -2.2% | +11.4% |
| 3M | +2.1% | +9.7% | -7.6% | 0.0% |
| 6M | +153.8% | +29.6% | +124.2% | +129.2% |
| YTD | +256.4% | +112.0% | +144.4% | +175.4% |
| 1Y | +719.8% | +12.8% | +707.0% | +644.6% |
| All | +889.0% | -39.3% | +928.3% | +950.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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