+719.8%
MU vs VSH
+118.1%
+601.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.4% | +1.7% | +2.8% |
| 7D | +9.0% | +4.1% | +4.9% | +5.9% |
| 30D | +13.8% | -4.2% | +18.0% | +16.5% |
| 3M | +2.1% | -50.0% | +52.1% | +68.5% |
| 6M | +153.8% | +80.2% | +73.6% | +68.9% |
| YTD | +256.4% | +121.1% | +135.3% | +107.7% |
| 1Y | +719.8% | +112.0% | +607.8% | +376.6% |
| All | +719.8% | +118.1% | +601.6% | +376.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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