+21.5%
MUA vs VT
+224.4%
-202.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | +5.9% | -1.7% | +7.7% | +6.5% |
| 3M | -2.8% | -2.3% | -0.5% | -2.1% |
| 6M | -6.4% | +1.5% | -7.9% | -7.0% |
| YTD | -4.2% | +12.0% | -16.2% | -7.8% |
| 1Y | -5.4% | +12.9% | -18.3% | -9.2% |
| 3Y | +24.5% | +74.9% | -50.5% | +3.3% |
| 5Y | -15.6% | +59.9% | -75.5% | -28.4% |
| 10Y | +21.5% | +224.6% | -203.1% | -22.1% |
| All | +21.5% | +224.4% | -202.8% | -22.1% |
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