+3,175.3%
MUU vs VG
-39.3%
+3,214.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.7% |
| 7D | +17.4% | +1.7% | +15.7% | +16.8% |
| 30D | +24.0% | +16.0% | +7.9% | +18.5% |
| 3M | -23.9% | +9.7% | -33.6% | -27.2% |
| 6M | +284.4% | +29.6% | +254.9% | +203.7% |
| YTD | +583.7% | +112.0% | +471.7% | +293.0% |
| 1Y | +2,981.5% | +12.8% | +2,968.7% | +2,377.8% |
| All | +3,175.3% | -39.3% | +3,214.6% | +3,758.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling