+2,981.5%
MUU vs IVV
+20.9%
+2,960.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +14.3% |
| 7D | +17.4% | +0.1% | +17.3% | +15.9% |
| 30D | +24.0% | +0.1% | +23.9% | +22.7% |
| 3M | -23.9% | +2.0% | -25.9% | -25.1% |
| 6M | +284.4% | +13.0% | +271.4% | +131.3% |
| YTD | +583.7% | +13.6% | +570.1% | +305.4% |
| 1Y | +2,981.5% | +20.1% | +2,961.4% | +1,317.8% |
| All | +2,981.5% | +20.9% | +2,960.5% | +1,317.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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