+6,371.2%
MU vs VTV
+721.7%
+5,649.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.5% |
| 7D | +9.0% | +0.5% | +8.5% | +8.1% |
| 30D | +13.8% | +1.1% | +12.7% | +11.9% |
| 3M | +2.1% | +5.9% | -3.8% | -5.2% |
| 6M | +153.8% | +11.6% | +142.2% | +119.2% |
| YTD | +256.4% | +19.8% | +236.6% | +177.8% |
| 1Y | +719.8% | +26.2% | +693.5% | +493.7% |
| 3Y | +1,360.4% | +68.5% | +1,291.9% | +616.8% |
| 5Y | +1,312.4% | +79.9% | +1,232.5% | +540.3% |
| 10Y | +6,142.6% | +229.7% | +5,912.9% | +1,097.3% |
| All | +6,371.2% | +721.7% | +5,649.5% | +279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling