+1,973.2%
MU vs VTI
+947.6%
+1,025.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -0.9% |
| 7D | +21.6% | +3.4% | +18.3% | +15.5% |
| 30D | -16.2% | -2.3% | -13.9% | -11.5% |
| 3M | -12.4% | -2.2% | -10.2% | -7.6% |
| 6M | +4.2% | +3.3% | +0.9% | +2.9% |
| YTD | +180.0% | +12.1% | +167.9% | +145.2% |
| 1Y | +226.4% | +12.2% | +214.2% | +187.8% |
| 3Y | +969.7% | +78.0% | +891.7% | +377.9% |
| 5Y | +957.9% | +65.2% | +892.7% | +442.3% |
| 10Y | +4,534.6% | +292.2% | +4,242.4% | +504.4% |
| All | +1,973.2% | +947.6% | +1,025.6% | -22.7% |
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