+995.4%
MU vs VTV
+79.1%
+916.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.8% | +9.5% |
| 7D | +2.0% | -0.4% | +2.4% | +4.3% |
| 30D | -18.0% | +3.9% | -21.8% | -24.1% |
| 3M | -6.6% | +2.6% | -9.1% | -11.2% |
| 6M | +2.0% | +11.5% | -9.5% | -17.9% |
| YTD | +184.5% | +22.3% | +162.2% | +90.7% |
| 1Y | +236.9% | +24.5% | +212.4% | +118.0% |
| All | +995.4% | +79.1% | +916.3% | +277.2% |
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 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