+8,515.8%
MU vs VNQ
+392.5%
+8,123.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.6% |
| 7D | +9.0% | -1.3% | +10.2% | +9.9% |
| 30D | +13.8% | -2.9% | +16.7% | +16.2% |
| 3M | +2.1% | +0.8% | +1.3% | +0.1% |
| 6M | +153.8% | +2.5% | +151.3% | +145.6% |
| YTD | +256.4% | +10.6% | +245.8% | +224.6% |
| 1Y | +719.8% | +9.1% | +710.7% | +654.4% |
| 3Y | +1,360.4% | +31.0% | +1,329.3% | +1,063.2% |
| 5Y | +1,312.4% | +4.9% | +1,307.5% | +1,226.4% |
| 10Y | +6,142.6% | +59.5% | +6,083.1% | +4,156.9% |
| All | +8,515.8% | +392.5% | +8,123.3% | +2,517.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling