+392.5%
MUFG vs VOO
+800.4%
-408.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.7% |
| 7D | +4.1% | +2.6% | +1.5% | +1.9% |
| 30D | -0.2% | -2.0% | +1.8% | +1.5% |
| 3M | -5.5% | -2.8% | -2.7% | -3.1% |
| 6M | +17.3% | +2.2% | +15.1% | +15.0% |
| YTD | +37.6% | +11.5% | +26.1% | +25.4% |
| 1Y | +41.4% | +13.5% | +27.9% | +26.9% |
| 3Y | +177.0% | +78.1% | +98.9% | +70.7% |
| 5Y | +302.6% | +73.1% | +229.5% | +150.4% |
| 10Y | +310.2% | +310.7% | -0.5% | +8.5% |
| All | +392.5% | +800.4% | -408.0% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling