+1,104.7%
MU vs VLTO
+57.1%
+1,047.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +11.8% |
| 7D | +2.0% | +1.5% | +0.5% | +1.8% |
| 30D | -18.0% | +20.9% | -38.9% | -21.2% |
| 3M | -6.6% | +21.4% | -28.0% | -10.5% |
| 6M | +2.0% | +37.6% | -35.5% | -8.4% |
| YTD | +184.5% | +19.5% | +164.9% | +175.6% |
| 1Y | +236.9% | +22.0% | +214.9% | +221.0% |
| 3Y | +987.0% | +70.7% | +916.3% | +868.3% |
| All | +1,104.7% | +57.1% | +1,047.6% | +977.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling