+719.8%
MU vs VTRS
+66.3%
+653.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +9.0% | +3.3% | +5.7% | +8.6% |
| 30D | +13.8% | -3.6% | +17.5% | +14.3% |
| 3M | +2.1% | +7.0% | -4.9% | +1.4% |
| 6M | +153.8% | +17.5% | +136.3% | +139.6% |
| YTD | +256.4% | +38.8% | +217.6% | +223.6% |
| 1Y | +719.8% | +69.2% | +650.6% | +599.5% |
| All | +719.8% | +66.3% | +653.5% | +599.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling