+4,292.9%
MU vs VO
+797.8%
+3,495.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.3% | +5.3% |
| 7D | -22.0% | -2.6% | -19.5% | -18.3% |
| 30D | -36.6% | -0.9% | -35.6% | -35.2% |
| 3M | -21.7% | -3.0% | -18.7% | -17.4% |
| 6M | +3.5% | +2.2% | +1.3% | +2.7% |
| YTD | +141.9% | +10.6% | +131.4% | +114.8% |
| 1Y | +189.8% | +12.5% | +177.3% | +151.9% |
| 3Y | +855.4% | +61.4% | +794.0% | +412.9% |
| 5Y | +869.2% | +33.4% | +835.8% | +595.2% |
| 10Y | +4,142.8% | +201.5% | +3,941.3% | +852.6% |
| All | +4,292.9% | +797.8% | +3,495.2% | +140.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling