+265.1%
MU vs VTV
+28.2%
+236.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.5% | -8.5% | -10.7% |
| 7D | -19.1% | +1.8% | -20.9% | -23.1% |
| 30D | -25.2% | +6.0% | -31.2% | -37.0% |
| 3M | -10.9% | +3.7% | -14.6% | -20.0% |
| 6M | +38.0% | +13.9% | +24.0% | -0.9% |
| YTD | +178.8% | +22.8% | +156.1% | +70.5% |
| 1Y | +265.1% | +27.9% | +237.3% | +107.0% |
| All | +265.1% | +28.2% | +236.9% | +107.0% |
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