+249.3%
MUSA vs VT
+65.7%
+183.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -0.6% | -0.1% | -0.4% | -0.5% |
| 30D | -6.3% | -0.7% | -5.6% | -6.1% |
| 3M | -6.9% | +4.0% | -10.9% | -8.4% |
| 6M | +18.7% | +12.3% | +6.4% | +13.0% |
| YTD | +28.7% | +14.0% | +14.7% | +21.5% |
| 1Y | +33.0% | +20.3% | +12.7% | +22.2% |
| 3Y | +67.8% | +75.4% | -7.6% | +26.8% |
| 5Y | +249.3% | +66.0% | +183.3% | +177.0% |
| All | +249.3% | +65.7% | +183.6% | +177.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling