+265.1%
MU vs VIG
+19.5%
+245.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.1% | -9.1% | -11.0% |
| 7D | -19.1% | +2.7% | -21.9% | -23.7% |
| 30D | -25.2% | +7.0% | -32.3% | -36.0% |
| 3M | -10.9% | +4.0% | -14.9% | -18.6% |
| 6M | +38.0% | +12.3% | +25.7% | +5.6% |
| YTD | +178.8% | +16.4% | +162.5% | +92.7% |
| 1Y | +265.1% | +19.2% | +245.9% | +137.5% |
| All | +265.1% | +19.5% | +245.6% | +137.5% |
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