+855.4%
MU price history and return analytics
+69.7%
+785.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.5% |
| 7D | -22.0% | -2.3% | -19.7% | -16.1% |
| 30D | -36.6% | -5.0% | -31.6% | -26.2% |
| 3M | -21.7% | -4.9% | -16.8% | -9.1% |
| 6M | +3.5% | -1.5% | +5.1% | +15.2% |
| YTD | +141.9% | +8.5% | +133.5% | +115.2% |
| 1Y | +189.8% | +11.4% | +178.5% | +144.3% |
| 3Y | +855.4% | +70.1% | +785.3% | +271.0% |
| All | +855.4% | +69.7% | +785.6% | +271.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling