+226.4%
MU vs VRT
+15.2%
+211.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.7% |
| 7D | +21.6% | +18.6% | +3.0% | +8.1% |
| 30D | -16.2% | -11.7% | -4.6% | -9.3% |
| 3M | -12.4% | -27.3% | +14.9% | +7.2% |
| 6M | +4.2% | -42.9% | +47.1% | +51.6% |
| YTD | +180.0% | +29.5% | +150.5% | +123.3% |
| 1Y | +226.4% | +21.0% | +205.3% | +172.2% |
| All | +226.4% | +15.2% | +211.2% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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