+504.3%
MUU vs V
+30.8%
+473.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -8.2% |
| 7D | -35.9% | +9.0% | -44.8% | -26.0% |
| 30D | -47.1% | +18.1% | -65.2% | -32.0% |
| 3M | -29.8% | +18.3% | -48.2% | -8.2% |
| 6M | +16.0% | +34.1% | -18.1% | +75.8% |
| YTD | +286.1% | +25.2% | +260.9% | +517.4% |
| 1Y | +504.3% | +29.3% | +475.0% | +903.2% |
| All | +504.3% | +30.8% | +473.5% | +903.2% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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