+5,731.6%
MU vs VTI
+305.0%
+5,426.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.6% |
| 7D | -4.1% | -0.9% | -3.2% | -2.6% |
| 30D | +7.0% | -1.4% | +8.5% | +9.6% |
| 3M | -2.1% | +3.6% | -5.6% | -6.4% |
| 6M | +133.1% | +13.6% | +119.5% | +95.8% |
| YTD | +241.9% | +12.9% | +229.0% | +191.8% |
| 1Y | +548.8% | +17.2% | +531.5% | +429.2% |
| 3Y | +1,308.2% | +75.7% | +1,232.5% | +559.8% |
| 5Y | +1,260.7% | +75.4% | +1,185.3% | +556.0% |
| All | +5,731.6% | +305.0% | +5,426.6% | +715.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling