+2,396.1%
MUU vs VIAV
+322.6%
+2,073.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.6% | -4.7% | -4.8% |
| 7D | -8.2% | +11.2% | -19.4% | -18.8% |
| 30D | +10.2% | -10.1% | +20.3% | +21.9% |
| 3M | -26.5% | -22.9% | -3.6% | -0.1% |
| 6M | +227.2% | +28.8% | +198.4% | +189.8% |
| YTD | +527.4% | +117.5% | +410.0% | +218.4% |
| 1Y | +1,843.7% | +216.1% | +1,627.6% | +570.3% |
| All | +2,396.1% | +322.6% | +2,073.5% | +575.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling