+2,577.5%
MUU vs VG
+14.9%
+2,562.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.2% | -2.8% |
| 7D | +13.9% | -2.5% | +16.4% | +13.7% |
| 30D | +24.8% | +11.1% | +13.7% | +26.1% |
| 3M | -15.7% | +14.9% | -30.6% | -14.0% |
| 6M | +338.9% | +18.4% | +320.5% | +323.4% |
| YTD | +563.2% | +116.6% | +446.6% | +377.2% |
| 1Y | +2,577.5% | +9.4% | +2,568.1% | +2,686.7% |
| All | +2,577.5% | +14.9% | +2,562.6% | +2,686.7% |
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