+1,263.7%
MU vs VTV
+78.5%
+1,185.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -3.6% |
| 7D | +2.0% | -2.1% | +4.1% | +5.9% |
| 30D | +12.5% | -1.3% | +13.9% | +15.2% |
| 3M | +9.6% | +5.6% | +4.0% | +0.5% |
| 6M | +142.6% | +12.4% | +130.2% | +102.0% |
| YTD | +242.7% | +17.6% | +225.0% | +165.3% |
| 1Y | +599.3% | +23.5% | +575.8% | +401.1% |
| 3Y | +1,308.3% | +67.0% | +1,241.3% | +561.9% |
| 5Y | +1,263.7% | +80.5% | +1,183.2% | +510.4% |
| All | +1,263.7% | +78.5% | +1,185.2% | +510.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling