-2.7%
MUR vs VOO
+75.9%
-78.6%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +4.0% | -2.0% | +6.0% | +5.6% |
| 30D | +9.8% | -1.7% | +11.5% | +11.1% |
| 3M | -1.5% | +4.7% | -6.3% | -6.1% |
| 6M | +21.3% | +12.6% | +8.8% | +6.6% |
| YTD | +27.9% | +11.8% | +16.2% | +13.4% |
| 1Y | +55.0% | +17.5% | +37.5% | +29.4% |
| All | -2.7% | +75.9% | -78.6% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling