+1,272.2%
MUU vs V
+56.4%
+1,215.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -5.4% |
| 7D | +24.7% | +0.9% | +23.8% | +24.5% |
| 30D | -35.1% | +9.0% | -44.1% | -35.7% |
| 3M | -44.3% | +16.7% | -61.0% | -45.8% |
| 6M | -44.4% | +33.4% | -77.8% | -52.2% |
| YTD | +244.9% | +22.4% | +222.6% | +228.1% |
| 1Y | +365.6% | +27.7% | +337.9% | +316.6% |
| All | +1,272.2% | +56.4% | +1,215.8% | +841.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling