+1,055.7%
MU vs VLTO
+56.4%
+999.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.2% | -2.6% |
| 7D | +12.8% | +1.0% | +11.8% | +12.6% |
| 30D | -14.9% | +17.5% | -32.3% | -17.7% |
| 3M | -18.0% | +21.4% | -39.4% | -21.5% |
| 6M | -3.1% | +38.1% | -41.2% | -13.3% |
| YTD | +172.9% | +19.0% | +153.9% | +164.6% |
| 1Y | +228.8% | +20.7% | +208.2% | +215.0% |
| 3Y | +950.8% | +64.3% | +886.6% | +839.5% |
| All | +1,055.7% | +56.4% | +999.3% | +934.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling