+1,315.7%
MU vs VIG
+63.1%
+1,252.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.9% |
| 7D | +9.0% | -0.4% | +9.4% | +9.8% |
| 30D | +13.8% | -1.0% | +14.8% | +15.5% |
| 3M | +2.1% | +2.8% | -0.7% | -2.3% |
| 6M | +153.8% | +8.2% | +145.6% | +121.9% |
| YTD | +256.4% | +11.0% | +245.4% | +198.4% |
| 1Y | +719.8% | +16.1% | +703.6% | +540.1% |
| 3Y | +1,360.4% | +56.2% | +1,304.2% | +642.8% |
| All | +1,315.7% | +63.1% | +1,252.6% | +598.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling