+4,524.1%
MU vs VTV
+229.4%
+4,294.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.9% |
| 7D | +21.6% | +2.3% | +19.3% | +17.8% |
| 30D | -16.2% | +3.8% | -20.0% | -20.4% |
| 3M | -12.4% | +1.7% | -14.1% | -14.2% |
| 6M | +4.2% | +10.9% | -6.7% | -9.2% |
| YTD | +180.0% | +21.7% | +158.2% | +114.5% |
| 1Y | +226.4% | +23.4% | +203.0% | +145.7% |
| 3Y | +969.7% | +78.0% | +891.7% | +399.4% |
| 5Y | +957.9% | +77.4% | +880.5% | +405.4% |
| All | +4,524.1% | +229.4% | +4,294.7% | +808.1% |
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