+1,263.7%
MU vs VTRS
+40.7%
+1,223.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.7% |
| 7D | +2.0% | -3.3% | +5.3% | +3.2% |
| 30D | +12.5% | +1.4% | +11.2% | +11.9% |
| 3M | +9.6% | +4.6% | +5.0% | +7.0% |
| 6M | +142.6% | +18.1% | +124.5% | +124.7% |
| YTD | +242.7% | +34.7% | +208.0% | +200.6% |
| 1Y | +599.3% | +65.6% | +533.6% | +465.8% |
| 3Y | +1,308.3% | +83.8% | +1,224.5% | +946.7% |
| 5Y | +1,263.7% | +46.5% | +1,217.2% | +925.7% |
| All | +1,263.7% | +40.7% | +1,223.0% | +925.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling