+1,384.0%
MU vs VNQ
+30.9%
+1,353.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.2% |
| 7D | +7.5% | -0.9% | +8.4% | +7.9% |
| 30D | +19.4% | -2.2% | +21.6% | +20.5% |
| 3M | +9.8% | -1.9% | +11.8% | +9.7% |
| 6M | +164.1% | +3.2% | +160.9% | +154.3% |
| YTD | +260.3% | +9.4% | +250.9% | +232.7% |
| 1Y | +661.2% | +7.5% | +653.7% | +610.8% |
| All | +1,384.0% | +30.9% | +1,353.1% | +1,143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling