+5,229.1%
MU vs VTR
+1,499.7%
+3,729.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.8% |
| 7D | +9.0% | -1.7% | +10.7% | +9.5% |
| 30D | +13.8% | -2.4% | +16.3% | +14.6% |
| 3M | +2.1% | +14.8% | -12.7% | -4.0% |
| 6M | +153.8% | +5.3% | +148.5% | +145.3% |
| YTD | +256.4% | +18.1% | +238.3% | +231.3% |
| 1Y | +719.8% | +36.7% | +683.0% | +623.6% |
| 3Y | +1,360.4% | +130.1% | +1,230.3% | +961.6% |
| 5Y | +1,312.4% | +89.5% | +1,222.9% | +985.2% |
| 10Y | +6,142.6% | +87.4% | +6,055.2% | +4,212.4% |
| All | +5,229.1% | +1,499.7% | +3,729.4% | +2,047.5% |
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