+3,980.7%
MU vs VTR
+1,485.3%
+2,495.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.3% |
| 7D | +12.8% | +0.2% | +12.6% | +12.8% |
| 30D | -14.9% | +5.5% | -20.3% | -16.7% |
| 3M | -18.0% | -0.9% | -17.1% | -18.4% |
| 6M | -3.1% | -0.4% | -2.7% | -5.2% |
| YTD | +172.9% | +17.0% | +155.9% | +152.7% |
| 1Y | +228.8% | +18.0% | +210.9% | +203.4% |
| 3Y | +950.8% | +127.4% | +823.5% | +664.1% |
| 5Y | +931.3% | +92.3% | +839.0% | +685.3% |
| 10Y | +4,417.7% | +129.6% | +4,288.1% | +2,799.0% |
| All | +3,980.7% | +1,485.3% | +2,495.4% | +1,538.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling