+2,981.5%
MUU vs VEU
+28.8%
+2,952.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.5% | +11.1% | +8.5% |
| 7D | +17.4% | +1.1% | +16.2% | +10.2% |
| 30D | +24.0% | +2.2% | +21.8% | +11.2% |
| 3M | -23.9% | +3.0% | -26.9% | -19.8% |
| 6M | +284.4% | +10.9% | +273.6% | +227.1% |
| YTD | +583.7% | +18.2% | +565.5% | +260.2% |
| 1Y | +2,981.5% | +28.3% | +2,953.2% | +846.9% |
| All | +2,981.5% | +28.8% | +2,952.7% | +846.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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