+2,683.6%
MUU vs V
+34.7%
+2,648.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +15.0% | -2.9% | +17.9% | +15.9% |
| 30D | +36.8% | +1.9% | +34.9% | +35.6% |
| 3M | -8.5% | +13.2% | -21.7% | -16.7% |
| 6M | +320.7% | +16.7% | +304.0% | +256.9% |
| YTD | +599.7% | +5.4% | +594.3% | +581.3% |
| 1Y | +2,569.2% | +7.7% | +2,561.5% | +2,369.3% |
| All | +2,683.6% | +34.7% | +2,648.8% | +1,854.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling