+388.0%
MUFG vs VOO
+325.3%
+62.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.9% |
| 7D | -0.8% | -0.8% | -0.1% | -0.2% |
| 30D | +5.0% | -1.1% | +6.0% | +5.9% |
| 3M | +19.0% | +3.9% | +15.1% | +15.4% |
| 6M | +40.8% | +13.6% | +27.1% | +27.4% |
| YTD | +50.6% | +12.7% | +37.9% | +37.2% |
| 1Y | +52.7% | +17.6% | +35.1% | +34.7% |
| 3Y | +190.5% | +77.3% | +113.2% | +89.3% |
| 5Y | +336.0% | +84.1% | +251.9% | +173.7% |
| All | +388.0% | +325.3% | +62.7% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling