+2,396.1%
MUU vs VEU
+45.0%
+2,351.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -6.3% |
| 7D | -8.2% | -1.4% | -6.8% | -1.5% |
| 30D | +10.2% | -0.4% | +10.6% | +13.9% |
| 3M | -26.5% | +2.5% | -29.0% | -24.0% |
| 6M | +227.2% | +11.1% | +216.1% | +170.1% |
| YTD | +527.4% | +16.5% | +510.9% | +327.9% |
| 1Y | +1,843.7% | +22.9% | +1,820.7% | +1,029.2% |
| All | +2,396.1% | +45.0% | +2,351.0% | +716.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling