+719.8%
MU vs VTV
+27.0%
+692.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.8% |
| 7D | +9.0% | +0.5% | +8.5% | +7.3% |
| 30D | +13.8% | +1.1% | +12.7% | +10.0% |
| 3M | +2.1% | +5.9% | -3.8% | -11.8% |
| 6M | +153.8% | +11.6% | +142.2% | +95.1% |
| YTD | +256.4% | +19.8% | +236.6% | +137.8% |
| 1Y | +719.8% | +26.2% | +693.5% | +387.2% |
| All | +719.8% | +27.0% | +692.8% | +387.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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