+201.1%
MU vs VLTO
+21.0%
+180.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.0% |
| 7D | -15.2% | +1.6% | -16.8% | -14.4% |
| 30D | -29.5% | +22.0% | -51.5% | -20.6% |
| 3M | -15.8% | +21.9% | -37.7% | -4.9% |
| 6M | -2.9% | +36.5% | -39.4% | +12.7% |
| YTD | +154.2% | +19.0% | +135.3% | +209.2% |
| All | +201.1% | +21.0% | +180.1% | +269.9% |
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