+4,609.2%
MU price history and return analytics
+224.4%
+4,384.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.7% | +9.8% |
| 7D | +2.0% | -0.7% | +2.7% | +4.7% |
| 30D | -18.0% | -1.7% | -16.2% | -14.0% |
| 3M | -6.6% | -2.3% | -4.3% | -0.9% |
| 6M | +2.0% | +1.5% | +0.5% | +4.7% |
| YTD | +184.5% | +12.0% | +172.4% | +149.8% |
| 1Y | +236.9% | +12.9% | +224.0% | +194.5% |
| 3Y | +987.0% | +74.9% | +912.0% | +399.7% |
| 5Y | +1,014.6% | +59.9% | +954.7% | +510.4% |
| 10Y | +4,609.2% | +224.6% | +4,384.6% | +717.5% |
| All | +4,609.2% | +224.4% | +4,384.9% | +717.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling