+938.2%
MU vs VO
+36.2%
+902.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | +3.1% | +9.7% | +7.6% |
| 30D | -14.9% | +2.2% | -17.1% | -16.9% |
| 3M | -18.0% | -2.5% | -15.5% | -13.8% |
| 6M | -3.1% | +7.0% | -10.1% | -10.4% |
| YTD | +172.9% | +14.0% | +158.9% | +130.3% |
| 1Y | +228.8% | +15.6% | +213.2% | +172.6% |
| 3Y | +950.8% | +66.2% | +884.7% | +458.2% |
| All | +938.2% | +36.2% | +902.0% | +610.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling