+10,958.3%
MU vs VOO
+798.5%
+10,159.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +3.9% | +2.2% |
| 7D | -12.0% | +0.1% | -12.1% | -11.4% |
| 30D | -28.7% | -3.3% | -25.4% | -23.4% |
| 3M | -16.4% | -2.4% | -14.0% | -11.6% |
| 6M | -1.8% | +2.6% | -4.4% | -2.2% |
| YTD | +157.1% | +11.3% | +145.8% | +126.8% |
| 1Y | +208.5% | +13.4% | +195.1% | +166.1% |
| 3Y | +906.2% | +80.3% | +825.9% | +340.4% |
| 5Y | +893.4% | +72.7% | +820.7% | +376.4% |
| 10Y | +4,271.9% | +310.0% | +3,961.8% | +410.3% |
| All | +10,958.3% | +798.5% | +10,159.8% | +220.2% |
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