+1,315.7%
MU vs VST
+761.6%
+554.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +4.5% |
| 7D | +9.0% | +8.9% | +0.1% | +5.0% |
| 30D | +13.8% | +6.2% | +7.6% | +10.8% |
| 3M | +2.1% | -2.7% | +4.8% | +4.4% |
| 6M | +153.8% | -8.4% | +162.2% | +164.9% |
| YTD | +256.4% | -7.2% | +263.6% | +266.8% |
| 1Y | +719.8% | -20.9% | +740.7% | +792.9% |
| 3Y | +1,360.4% | +384.0% | +976.4% | +698.5% |
| All | +1,315.7% | +761.6% | +554.1% | +570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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