+226.4%
MU vs VIG
+16.6%
+209.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.5% |
| 7D | +21.6% | +3.1% | +18.6% | +13.9% |
| 30D | -16.2% | +5.0% | -21.3% | -24.0% |
| 3M | -12.4% | +2.7% | -15.1% | -16.1% |
| 6M | +4.2% | +11.0% | -6.8% | -17.2% |
| YTD | +180.0% | +16.0% | +164.0% | +97.0% |
| 1Y | +226.4% | +16.3% | +210.1% | +130.5% |
| All | +226.4% | +16.6% | +209.8% | +130.5% |
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