+231.7%
MU vs VO
+14.5%
+217.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +8.5% |
| 7D | +2.0% | +0.2% | +1.8% | +3.1% |
| 30D | -18.0% | +2.0% | -20.0% | -20.8% |
| 3M | -6.6% | -0.3% | -6.3% | -4.2% |
| 6M | +2.0% | +7.3% | -5.2% | -10.4% |
| YTD | +184.5% | +15.0% | +169.5% | +113.4% |
| All | +231.7% | +14.5% | +217.2% | +152.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling