+719.8%
MU vs VMC
-8.5%
+728.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.9% |
| 7D | +9.0% | -4.3% | +13.3% | +10.2% |
| 30D | +13.8% | -8.2% | +22.1% | +16.3% |
| 3M | +2.1% | -7.0% | +9.1% | +3.9% |
| 6M | +153.8% | -10.8% | +164.6% | +159.4% |
| YTD | +256.4% | -7.4% | +263.8% | +251.2% |
| 1Y | +719.8% | -9.5% | +729.2% | +717.5% |
| All | +719.8% | -8.5% | +728.3% | +717.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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