+265.1%
MU vs VYM
+21.8%
+243.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.2% | -8.2% | -9.2% |
| 7D | -19.1% | +1.2% | -20.3% | -21.0% |
| 30D | -25.2% | +5.2% | -30.5% | -32.8% |
| 3M | -10.9% | +0.5% | -11.4% | -11.6% |
| 6M | +38.0% | +7.7% | +30.3% | +19.4% |
| YTD | +178.8% | +17.2% | +161.6% | +96.6% |
| 1Y | +265.1% | +21.7% | +243.5% | +136.8% |
| All | +265.1% | +21.8% | +243.4% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling