+9,531.4%
MU price history and return analytics
+345.0%
+9,186.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.1% | -13.4% | -10.9% |
| 7D | -29.7% | -4.2% | -25.6% | -24.2% |
| 30D | -37.2% | -5.8% | -31.4% | -30.2% |
| 3M | -26.5% | -5.2% | -21.3% | -18.8% |
| 6M | +2.6% | +0.1% | +2.4% | +7.5% |
| YTD | +130.1% | +8.2% | +121.9% | +116.3% |
| 1Y | +176.7% | +10.1% | +166.6% | +155.3% |
| 3Y | +813.1% | +69.7% | +743.4% | +369.4% |
| 5Y | +822.0% | +53.4% | +768.6% | +468.7% |
| 10Y | +3,936.2% | +219.2% | +3,716.9% | +817.6% |
| All | +9,531.4% | +345.0% | +9,186.4% | +1,306.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling