+504.3%
MUU vs VEA
+20.4%
+483.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.1% | -16.1% | -24.5% |
| 7D | -35.9% | +0.7% | -36.5% | -39.4% |
| 30D | -47.1% | -0.4% | -46.7% | -46.6% |
| 3M | -29.8% | -1.7% | -28.2% | -23.5% |
| 6M | +16.0% | +5.1% | +10.9% | +24.0% |
| YTD | +286.1% | +14.4% | +271.6% | +147.2% |
| 1Y | +504.3% | +20.5% | +483.8% | +182.8% |
| All | +504.3% | +20.4% | +483.9% | +182.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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