+2,577.5%
MUU vs IVV
+19.4%
+2,558.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | +1.0% |
| 7D | +13.9% | +0.5% | +13.4% | +9.6% |
| 30D | +24.8% | -1.0% | +25.8% | +32.6% |
| 3M | -15.7% | +3.9% | -19.6% | -28.6% |
| 6M | +338.9% | +14.5% | +324.4% | +140.8% |
| YTD | +563.2% | +12.9% | +550.2% | +307.4% |
| 1Y | +2,577.5% | +19.4% | +2,558.1% | +1,098.5% |
| All | +2,577.5% | +19.4% | +2,558.1% | +1,098.5% |
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