+2,423.9%
MUU vs VEU
+43.5%
+2,380.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.1% | -2.9% |
| 7D | +3.6% | -1.9% | +5.5% | +14.6% |
| 30D | +22.3% | -0.7% | +23.1% | +29.1% |
| 3M | -8.2% | +4.9% | -13.1% | -12.0% |
| 6M | +256.3% | +9.8% | +246.5% | +212.5% |
| YTD | +534.4% | +15.3% | +519.1% | +356.8% |
| 1Y | +2,163.5% | +23.0% | +2,140.5% | +1,231.2% |
| All | +2,423.9% | +43.5% | +2,380.3% | +772.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling