+1,315.7%
MU vs VRT
+900.3%
+415.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.4% | +1.7% | +4.1% |
| 7D | +9.0% | +9.1% | -0.1% | +4.8% |
| 30D | +13.8% | +0.9% | +12.9% | +13.3% |
| 3M | +2.1% | -13.4% | +15.5% | +9.9% |
| 6M | +153.8% | +11.7% | +142.1% | +145.3% |
| YTD | +256.4% | +73.2% | +183.2% | +187.1% |
| 1Y | +719.8% | +123.4% | +596.3% | +501.4% |
| 3Y | +1,360.4% | +606.2% | +754.2% | +612.4% |
| All | +1,315.7% | +900.3% | +415.4% | +436.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling