+104,499.0%
MU vs VTRS
+557.1%
+103,941.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.1% |
| 7D | +7.2% | -0.1% | +7.3% | +7.2% |
| 30D | +14.0% | +1.9% | +12.1% | +13.2% |
| 3M | +5.4% | +5.1% | +0.3% | +3.1% |
| 6M | +170.3% | +20.1% | +150.2% | +152.2% |
| YTD | +250.7% | +36.6% | +214.1% | +213.1% |
| 1Y | +662.1% | +64.1% | +598.0% | +540.7% |
| 3Y | +1,341.2% | +86.4% | +1,254.8% | +1,041.7% |
| 5Y | +1,319.3% | +40.9% | +1,278.5% | +1,097.8% |
| 10Y | +5,778.3% | -48.7% | +5,827.0% | +6,169.0% |
| All | +104,499.0% | +557.1% | +103,941.9% | +39,604.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling