-99.4%
MUD vs VT
+30.4%
-129.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.1% | -4.2% |
| 7D | +23.0% | -2.3% | +25.3% | +16.9% |
| 30D | +47.9% | -5.0% | +52.9% | +32.0% |
| 3M | +16.4% | -4.9% | +21.2% | +4.4% |
| 6M | -35.9% | -1.5% | -34.4% | -32.8% |
| YTD | -97.7% | +8.5% | -106.2% | -97.6% |
| 1Y | -98.2% | +11.4% | -109.6% | -98.0% |
| All | -99.4% | +30.4% | -129.8% | -98.9% |
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