+995.4%
MU vs VTI
+79.4%
+916.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +8.8% |
| 7D | +2.0% | -0.7% | +2.7% | +5.5% |
| 30D | -18.0% | -1.9% | -16.0% | -12.4% |
| 3M | -6.6% | -1.4% | -5.1% | -1.4% |
| 6M | +2.0% | +3.5% | -1.4% | -1.1% |
| YTD | +184.5% | +12.6% | +171.9% | +132.6% |
| 1Y | +236.9% | +12.7% | +224.1% | +177.0% |
| All | +995.4% | +79.4% | +916.0% | +290.6% |
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