+504.3%
MUU vs VG
+47.2%
+457.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.7% | -6.3% | -15.1% |
| 7D | -35.9% | -16.4% | -19.5% | -37.7% |
| 30D | -47.1% | -10.8% | -36.3% | -47.9% |
| 3M | -29.8% | -6.3% | -23.6% | -29.6% |
| 6M | +16.0% | -12.5% | +28.5% | +18.8% |
| YTD | +286.1% | +76.9% | +209.2% | +184.2% |
| 1Y | +504.3% | +51.8% | +452.5% | +393.3% |
| All | +504.3% | +47.2% | +457.1% | +393.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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