+6,371.2%
MU vs VUG
+1,251.8%
+5,119.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.8% |
| 7D | +9.0% | -0.1% | +9.1% | +9.1% |
| 30D | +13.8% | -0.3% | +14.1% | +14.3% |
| 3M | +2.1% | -0.7% | +2.8% | +5.3% |
| 6M | +153.8% | +14.6% | +139.2% | +112.8% |
| YTD | +256.4% | +9.0% | +247.4% | +223.1% |
| 1Y | +719.8% | +14.9% | +704.9% | +597.3% |
| 3Y | +1,360.4% | +86.0% | +1,274.3% | +529.1% |
| 5Y | +1,312.4% | +76.7% | +1,235.7% | +546.9% |
| 10Y | +6,142.6% | +411.3% | +5,731.3% | +419.3% |
| All | +6,371.2% | +1,251.8% | +5,119.4% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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