+23.4%
MUA vs VT
+77.9%
-54.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | -1.7% | +1.0% | -2.7% | -2.0% |
| 3M | -6.0% | +2.4% | -8.4% | -6.8% |
| 6M | -6.7% | +12.0% | -18.7% | -10.4% |
| YTD | -3.6% | +15.3% | -19.0% | -8.4% |
| 1Y | -2.6% | +22.6% | -25.2% | -9.2% |
| All | +23.4% | +77.9% | -54.5% | -1.3% |
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