+53.3%
MUR vs VT
+13.3%
+40.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | -8.6% | -1.6% | -6.9% | -9.9% |
| 30D | +4.8% | -2.5% | +7.3% | +2.5% |
| 3M | +2.9% | -1.3% | +4.2% | +2.0% |
| 6M | -1.3% | +3.1% | -4.4% | +2.0% |
| YTD | +30.0% | +10.9% | +19.1% | +42.2% |
| All | +53.3% | +13.3% | +40.0% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling