+1,245.2%
MU vs VNQ
+7.0%
+1,238.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.7% |
| 7D | -4.1% | -1.3% | -2.8% | -3.2% |
| 30D | +7.0% | -2.6% | +9.6% | +8.8% |
| 3M | -2.1% | -2.0% | 0.0% | -1.9% |
| 6M | +133.1% | +4.3% | +128.7% | +121.5% |
| YTD | +241.9% | +9.2% | +232.7% | +212.2% |
| 1Y | +548.8% | +5.6% | +543.1% | +507.7% |
| 3Y | +1,308.2% | +30.8% | +1,277.3% | +1,002.7% |
| All | +1,245.2% | +7.0% | +1,238.1% | +1,225.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling