+1,384.0%
MU vs VTV
+67.6%
+1,316.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.4% |
| 7D | +7.5% | -0.7% | +8.2% | +9.0% |
| 30D | +19.4% | -0.5% | +19.9% | +20.5% |
| 3M | +9.8% | +5.3% | +4.5% | -0.5% |
| 6M | +164.1% | +12.9% | +151.3% | +110.0% |
| YTD | +260.3% | +18.5% | +241.8% | +161.5% |
| 1Y | +661.2% | +25.3% | +635.9% | +397.2% |
| All | +1,384.0% | +67.6% | +1,316.4% | +553.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling