+1,334.0%
MU vs VYM
+76.7%
+1,257.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.6% |
| 7D | +7.5% | -1.0% | +8.5% | +9.3% |
| 30D | +19.4% | -2.0% | +21.4% | +23.5% |
| 3M | +9.8% | +3.1% | +6.8% | +4.5% |
| 6M | +164.1% | +8.9% | +155.3% | +129.6% |
| YTD | +260.3% | +14.7% | +245.6% | +187.5% |
| 1Y | +661.2% | +19.4% | +641.8% | +471.6% |
| 3Y | +1,380.8% | +65.4% | +1,315.4% | +608.0% |
| All | +1,334.0% | +76.7% | +1,257.3% | +558.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling