+874.6%
MU vs VLTO
+54.1%
+820.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.4% | -17.1% | -17.4% |
| 7D | -29.7% | +12.0% | -41.7% | -31.3% |
| 30D | -37.2% | +20.8% | -58.1% | -39.8% |
| 3M | -26.5% | +20.1% | -46.6% | -29.5% |
| 6M | +2.6% | +32.6% | -30.1% | -7.0% |
| YTD | +130.1% | +17.3% | +112.8% | +123.6% |
| 1Y | +176.7% | +17.3% | +159.4% | +167.8% |
| 3Y | +813.1% | +66.9% | +746.2% | +716.4% |
| All | +874.6% | +54.1% | +820.5% | +774.6% |
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