+2,538.2%
MUU vs V
+35.2%
+2,503.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.5% |
| 7D | +13.9% | -1.1% | +15.0% | +14.2% |
| 30D | +24.8% | +1.9% | +22.9% | +23.8% |
| 3M | -15.7% | +15.5% | -31.3% | -24.5% |
| 6M | +338.9% | +16.6% | +322.3% | +273.9% |
| YTD | +563.2% | +5.7% | +557.4% | +545.1% |
| 1Y | +2,577.5% | +8.6% | +2,568.9% | +2,353.4% |
| All | +2,538.2% | +35.2% | +2,503.0% | +1,750.5% |
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