+2,396.1%
MUU vs VICR
+386.5%
+2,009.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.2% | -12.3% | -10.6% |
| 7D | -8.2% | +5.0% | -13.2% | -13.1% |
| 30D | +10.2% | -12.5% | +22.6% | +21.1% |
| 3M | -26.5% | -33.6% | +7.1% | +7.9% |
| 6M | +227.2% | +10.7% | +216.6% | +252.1% |
| YTD | +527.4% | +80.6% | +446.8% | +387.2% |
| 1Y | +1,843.7% | +288.4% | +1,555.3% | +782.7% |
| All | +2,396.1% | +386.5% | +2,009.6% | +1,034.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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