+295.2%
MUU vs V
+27.3%
+267.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.1% |
| 7D | -32.5% | +0.8% | -33.3% | -32.0% |
| 30D | -55.2% | +9.9% | -65.2% | -48.7% |
| 3M | -40.7% | +17.5% | -58.2% | -25.4% |
| 6M | -43.9% | +33.5% | -77.4% | -21.7% |
| YTD | +203.2% | +21.6% | +181.6% | +358.3% |
| All | +295.2% | +27.3% | +267.9% | +535.2% |
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