+15,231.0%
MU vs VOO
+817.1%
+14,413.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.8% |
| 7D | +9.0% | +0.1% | +8.9% | +8.7% |
| 30D | +13.8% | +0.1% | +13.8% | +13.7% |
| 3M | +2.1% | +2.0% | +0.1% | +0.8% |
| 6M | +153.8% | +13.0% | +140.8% | +113.8% |
| YTD | +256.4% | +13.6% | +242.8% | +199.1% |
| 1Y | +719.8% | +20.1% | +699.7% | +537.1% |
| 3Y | +1,360.4% | +77.6% | +1,282.8% | +542.5% |
| 5Y | +1,312.4% | +82.4% | +1,230.0% | +508.5% |
| 10Y | +6,142.6% | +316.8% | +5,825.7% | +598.5% |
| All | +15,231.0% | +817.1% | +14,413.9% | +322.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling