+1,225.3%
MUU vs VG
-51.4%
+1,276.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.2% |
| 7D | -42.8% | -22.0% | -20.7% | -38.7% |
| 30D | -63.6% | -11.6% | -52.0% | -62.2% |
| 3M | -48.5% | -14.9% | -33.7% | -46.7% |
| 6M | -36.9% | -3.5% | -33.4% | -40.3% |
| YTD | +176.7% | +70.0% | +106.7% | +68.1% |
| 1Y | +266.3% | +50.0% | +216.3% | +139.5% |
| All | +1,225.3% | -51.4% | +1,276.7% | +1,550.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling