+1,362.4%
MU vs VT
+75.0%
+1,287.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | +0.4% | +8.5% | +7.7% |
| 30D | +13.8% | +1.0% | +12.8% | +11.1% |
| 3M | +2.1% | +2.4% | -0.3% | -0.4% |
| 6M | +153.8% | +12.0% | +141.8% | +103.5% |
| YTD | +256.4% | +15.3% | +241.1% | +168.3% |
| 1Y | +719.8% | +22.6% | +697.2% | +447.5% |
| All | +1,362.4% | +75.0% | +1,287.5% | +440.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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