+66.0%
MUC vs VOO
+807.8%
-741.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -1.3% | -0.4% | -1.0% | -1.3% |
| 30D | -3.2% | -1.4% | -1.9% | -3.0% |
| 3M | -3.2% | +3.7% | -6.9% | -3.8% |
| 6M | -1.3% | +13.0% | -14.4% | -3.5% |
| YTD | +1.5% | +12.4% | -10.9% | -0.6% |
| 1Y | +3.2% | +18.6% | -15.4% | +0.1% |
| 3Y | +19.8% | +78.1% | -58.2% | +8.0% |
| 5Y | -14.8% | +82.3% | -97.1% | -24.0% |
| 10Y | +4.8% | +322.5% | -317.7% | -15.6% |
| All | +66.0% | +807.8% | -741.8% | +33.0% |
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