+950.8%
MU vs VO
+66.5%
+884.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | +3.1% | +9.7% | +6.0% |
| 30D | -14.9% | +2.2% | -17.1% | -17.6% |
| 3M | -18.0% | -2.5% | -15.5% | -12.5% |
| 6M | -3.1% | +7.0% | -10.1% | -12.7% |
| YTD | +172.9% | +14.0% | +158.9% | +117.9% |
| 1Y | +228.8% | +15.6% | +213.2% | +156.4% |
| 3Y | +950.8% | +66.2% | +884.7% | +391.9% |
| All | +950.8% | +66.5% | +884.3% | +391.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling