+2,006.6%
MU vs VTI
+952.2%
+1,054.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +9.7% |
| 7D | +2.0% | -0.7% | +2.7% | +4.7% |
| 30D | -18.0% | -1.9% | -16.0% | -13.9% |
| 3M | -6.6% | -1.4% | -5.1% | -2.7% |
| 6M | +2.0% | +3.5% | -1.4% | +0.5% |
| YTD | +184.5% | +12.6% | +171.9% | +147.3% |
| 1Y | +236.9% | +12.7% | +224.1% | +194.6% |
| 3Y | +987.0% | +78.8% | +908.1% | +382.0% |
| 5Y | +1,014.6% | +67.2% | +947.4% | +460.5% |
| 10Y | +4,609.2% | +293.9% | +4,315.3% | +509.5% |
| All | +2,006.6% | +952.2% | +1,054.4% | -22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling