+186.6%
MU vs VIG
+17.3%
+169.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.7% |
| 7D | -15.2% | +1.0% | -16.2% | -15.8% |
| 30D | -29.5% | +4.5% | -34.1% | -35.3% |
| 3M | -15.8% | +2.1% | -17.8% | -18.4% |
| 6M | -2.9% | +10.5% | -13.3% | -21.7% |
| YTD | +154.2% | +15.1% | +139.2% | +84.3% |
| 1Y | +186.6% | +16.9% | +169.7% | +102.1% |
| All | +186.6% | +17.3% | +169.3% | +102.1% |
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