+189.8%
MU vs VLTO
+18.3%
+171.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.7% | +5.4% |
| 7D | -22.0% | +5.4% | -27.4% | -19.4% |
| 30D | -36.6% | +22.3% | -58.9% | -28.5% |
| 3M | -21.7% | +19.6% | -41.3% | -12.5% |
| 6M | +3.5% | +35.2% | -31.6% | +19.1% |
| YTD | +141.9% | +17.9% | +124.1% | +192.6% |
| 1Y | +189.8% | +19.5% | +170.3% | +250.9% |
| All | +189.8% | +18.3% | +171.6% | +250.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling