+164.1%
MU vs VRT
+4.6%
+159.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.6% | +12.4% | +9.8% |
| 7D | +7.5% | +2.4% | +5.1% | +4.0% |
| 30D | +19.4% | -2.7% | +22.0% | +20.0% |
| 3M | +9.8% | -9.2% | +19.0% | +20.5% |
| 6M | +164.1% | -0.5% | +164.7% | +169.4% |
| All | +164.1% | +4.6% | +159.6% | +169.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling