+4,271.9%
MU vs VO
+206.8%
+4,065.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.5% | +2.1% |
| 7D | -12.0% | -0.1% | -11.9% | -11.1% |
| 30D | -28.7% | +0.5% | -29.2% | -28.7% |
| 3M | -16.4% | -1.0% | -15.4% | -14.4% |
| 6M | -1.8% | +6.4% | -8.2% | -8.2% |
| YTD | +157.1% | +13.6% | +143.5% | +119.8% |
| 1Y | +208.5% | +14.5% | +194.0% | +162.1% |
| 3Y | +906.2% | +67.2% | +838.9% | +427.0% |
| 5Y | +893.4% | +36.1% | +857.3% | +605.7% |
| 10Y | +4,271.9% | +199.3% | +4,072.5% | +875.1% |
| All | +4,271.9% | +206.8% | +4,065.1% | +875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling