+1,397.6%
MUU vs V
+56.4%
+1,341.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.6% | +23.6% | +24.1% |
| 7D | -2.5% | -2.3% | -0.2% | -2.0% |
| 30D | -39.7% | +9.5% | -49.3% | -40.3% |
| 3M | -27.4% | +17.5% | -44.9% | -29.6% |
| 6M | -38.4% | +32.2% | -70.6% | -46.7% |
| YTD | +276.4% | +22.3% | +254.2% | +258.1% |
| 1Y | +390.7% | +26.8% | +363.9% | +343.7% |
| All | +1,397.6% | +56.4% | +1,341.3% | +927.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling