+871.5%
MU vs VSXY
+501.6%
+369.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | -15.2% | +10.2% | -25.4% | -16.8% |
| 30D | -29.5% | +33.6% | -63.2% | -33.5% |
| 3M | -15.8% | +10.8% | -26.6% | -18.1% |
| 6M | -2.9% | +130.5% | -133.4% | -20.6% |
| YTD | +154.2% | +104.4% | +49.8% | +110.3% |
| 1Y | +186.6% | +216.5% | -29.9% | +113.8% |
| 3Y | +871.5% | +465.9% | +405.6% | +534.9% |
| All | +871.5% | +501.6% | +369.9% | +534.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling