+345.9%
MUFG vs VT
+66.2%
+279.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | +5.2% | +0.4% | +4.7% | +4.8% |
| 30D | +7.4% | +1.0% | +6.5% | +6.5% |
| 3M | +20.1% | +2.4% | +17.8% | +17.4% |
| 6M | +36.9% | +12.0% | +24.9% | +22.8% |
| YTD | +51.9% | +15.3% | +36.6% | +32.8% |
| 1Y | +56.6% | +22.6% | +34.0% | +29.5% |
| 3Y | +212.5% | +74.7% | +137.8% | +93.6% |
| All | +345.9% | +66.2% | +279.7% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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