+4,407.5%
MU vs VTV
+230.1%
+4,177.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.8% |
| 7D | +12.8% | +2.9% | +9.9% | +8.2% |
| 30D | -14.9% | +3.8% | -18.6% | -19.1% |
| 3M | -18.0% | +1.6% | -19.6% | -19.6% |
| 6M | -3.1% | +11.2% | -14.3% | -15.9% |
| YTD | +172.9% | +22.0% | +150.9% | +108.4% |
| 1Y | +228.8% | +24.9% | +204.0% | +143.1% |
| 3Y | +950.8% | +78.5% | +872.4% | +388.6% |
| 5Y | +931.3% | +77.8% | +853.5% | +391.0% |
| All | +4,407.5% | +230.1% | +4,177.4% | +782.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling