+1,703.3%
MUU vs VG
-46.6%
+1,749.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +5.5% | +18.7% | +22.7% |
| 7D | -2.5% | +5.5% | -8.0% | -3.1% |
| 30D | -39.7% | -3.6% | -36.2% | -38.7% |
| 3M | -27.4% | -4.0% | -23.4% | -26.7% |
| 6M | -38.4% | +9.4% | -47.8% | -43.6% |
| YTD | +276.4% | +86.6% | +189.8% | +123.8% |
| 1Y | +390.7% | +69.5% | +321.2% | +207.7% |
| All | +1,703.3% | -46.6% | +1,749.9% | +2,097.4% |
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