+2,538.2%
MUU vs ROIV
+261.6%
+2,276.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +18.8% | -21.8% | -16.1% |
| 7D | +13.9% | +20.2% | -6.2% | -2.3% |
| 30D | +24.8% | +14.1% | +10.6% | +10.4% |
| 3M | -15.7% | +45.6% | -61.3% | -36.3% |
| 6M | +338.9% | +44.1% | +294.7% | +230.8% |
| YTD | +563.2% | +91.2% | +472.0% | +293.0% |
| 1Y | +2,577.5% | +221.3% | +2,356.2% | +667.6% |
| All | +2,538.2% | +261.6% | +2,276.6% | +483.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling