+2,423.9%
MUU vs LVS
-14.4%
+2,438.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.6% | -7.9% |
| 7D | +3.6% | -4.3% | +7.8% | +7.5% |
| 30D | +22.3% | -6.8% | +29.1% | +29.0% |
| 3M | -8.2% | -15.6% | +7.4% | +4.0% |
| 6M | +256.3% | -20.6% | +276.9% | +327.8% |
| YTD | +534.4% | -33.4% | +567.8% | +780.7% |
| 1Y | +2,163.5% | -20.1% | +2,183.6% | +2,502.2% |
| All | +2,423.9% | -14.4% | +2,438.3% | +1,894.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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