+11,568.6%
MU vs VT
+363.9%
+11,204.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.7% | -8.7% | -9.7% |
| 7D | -19.1% | -0.3% | -18.8% | -18.8% |
| 30D | -25.2% | -1.4% | -23.8% | -23.4% |
| 3M | -10.9% | -1.4% | -9.5% | -8.6% |
| 6M | +38.0% | +5.5% | +32.5% | +32.1% |
| YTD | +178.8% | +12.8% | +166.0% | +142.9% |
| 1Y | +265.1% | +15.4% | +249.7% | +209.8% |
| 3Y | +1,006.2% | +76.9% | +929.4% | +427.0% |
| 5Y | +1,027.5% | +60.4% | +967.1% | +541.4% |
| 10Y | +4,789.9% | +232.8% | +4,557.1% | +930.1% |
| All | +11,568.6% | +363.9% | +11,204.7% | +1,479.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling