+80.4%
MUA vs VOO
+802.4%
-722.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | -3.5% | -1.7% | -1.8% | -3.2% |
| 3M | -7.3% | +4.7% | -12.1% | -8.2% |
| 6M | -7.5% | +12.6% | -20.1% | -9.8% |
| YTD | -4.9% | +11.8% | -16.7% | -7.1% |
| 1Y | -8.8% | +17.5% | -26.4% | -11.9% |
| 3Y | +22.0% | +77.0% | -55.0% | +8.4% |
| 5Y | -19.1% | +82.6% | -101.6% | -29.0% |
| 10Y | +9.8% | +320.0% | -310.1% | -13.6% |
| All | +80.4% | +802.4% | -722.0% | +37.7% |
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