+548.8%
MU vs VYM
+18.4%
+530.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -1.7% |
| 7D | -4.1% | -0.8% | -3.3% | -2.4% |
| 30D | +7.0% | -2.2% | +9.3% | +12.3% |
| 3M | -2.1% | +3.1% | -5.1% | -8.6% |
| 6M | +133.1% | +9.7% | +123.3% | +92.3% |
| YTD | +241.9% | +14.9% | +227.0% | +153.7% |
| 1Y | +548.8% | +17.6% | +531.2% | +358.0% |
| All | +548.8% | +18.4% | +530.3% | +358.0% |
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