+1,346.4%
MU vs VTR
+88.4%
+1,257.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +7.5% | -2.9% | +10.4% | +8.2% |
| 30D | +19.4% | -2.8% | +22.2% | +20.0% |
| 3M | +9.8% | +9.0% | +0.8% | +5.8% |
| 6M | +164.1% | +5.0% | +159.2% | +156.9% |
| YTD | +260.3% | +16.9% | +243.4% | +237.3% |
| 1Y | +661.2% | +34.3% | +626.9% | +575.7% |
| 3Y | +1,380.8% | +131.6% | +1,249.3% | +926.8% |
| 5Y | +1,346.4% | +88.0% | +1,258.4% | +964.4% |
| All | +1,346.4% | +88.4% | +1,257.9% | +964.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 5y: compounded portfolio wealth divided by compounded VTR 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…
5y analysis · Full analysis span regression · 6 months rolling