+183.2%
MUFG vs VOO
+75.9%
+107.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.2% |
| 7D | -3.5% | -2.0% | -1.5% | -1.6% |
| 30D | +5.3% | -1.7% | +7.0% | +7.0% |
| 3M | +18.4% | +4.7% | +13.7% | +13.0% |
| 6M | +33.5% | +12.6% | +20.9% | +18.3% |
| YTD | +46.8% | +11.8% | +35.1% | +31.1% |
| 1Y | +48.0% | +17.5% | +30.4% | +25.7% |
| All | +183.2% | +75.9% | +107.3% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling