+265.1%
MU vs VOO
+14.7%
+250.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -12.3% |
| 7D | -19.1% | -0.7% | -18.4% | -17.3% |
| 30D | -25.2% | -1.1% | -24.2% | -22.4% |
| 3M | -10.9% | -0.3% | -10.6% | -9.9% |
| 6M | +38.0% | +7.4% | +30.6% | +14.2% |
| YTD | +178.8% | +13.4% | +165.5% | +102.7% |
| 1Y | +265.1% | +14.8% | +250.3% | +155.7% |
| All | +265.1% | +14.7% | +250.5% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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