+719.8%
MU vs VIG
+16.9%
+702.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +7.2% |
| 7D | +9.0% | -0.4% | +9.4% | +10.1% |
| 30D | +13.8% | -1.0% | +14.8% | +16.1% |
| 3M | +2.1% | +2.8% | -0.7% | -4.8% |
| 6M | +153.8% | +8.2% | +145.6% | +111.2% |
| YTD | +256.4% | +11.0% | +245.4% | +173.6% |
| 1Y | +719.8% | +16.1% | +703.6% | +446.6% |
| All | +719.8% | +16.9% | +702.9% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling