+1,319.3%
MU vs VOO
+82.3%
+1,237.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.6% |
| 7D | +7.2% | +0.5% | +6.6% | +6.0% |
| 30D | +14.0% | -0.9% | +14.9% | +16.0% |
| 3M | +5.4% | +3.9% | +1.5% | -0.2% |
| 6M | +170.3% | +14.5% | +155.7% | +118.8% |
| YTD | +250.7% | +13.0% | +237.7% | +192.8% |
| 1Y | +662.1% | +19.4% | +642.7% | +487.3% |
| 3Y | +1,341.2% | +78.9% | +1,262.3% | +532.5% |
| 5Y | +1,319.3% | +82.3% | +1,237.1% | +540.3% |
| All | +1,319.3% | +82.3% | +1,237.0% | +540.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling