+1,341.2%
MU vs VTI
+77.6%
+1,263.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.3% |
| 7D | +7.2% | +0.6% | +6.5% | +5.5% |
| 30D | +14.0% | -1.1% | +15.1% | +16.9% |
| 3M | +5.4% | +3.9% | +1.5% | -1.6% |
| 6M | +170.3% | +14.6% | +155.7% | +108.9% |
| YTD | +250.7% | +13.3% | +237.4% | +179.5% |
| 1Y | +662.1% | +19.2% | +642.9% | +457.2% |
| 3Y | +1,341.2% | +77.4% | +1,263.8% | +488.6% |
| All | +1,341.2% | +77.6% | +1,263.6% | +488.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling