+2,683.6%
MUU vs VICR
+352.0%
+2,331.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.9% | +10.4% | +9.7% |
| 7D | +15.0% | +1.3% | +13.8% | +13.5% |
| 30D | +36.8% | -11.9% | +48.8% | +50.9% |
| 3M | -8.5% | -35.1% | +26.6% | +40.1% |
| 6M | +320.7% | +8.1% | +312.6% | +370.5% |
| YTD | +599.7% | +67.8% | +531.9% | +483.4% |
| 1Y | +2,569.2% | +267.3% | +2,301.9% | +1,187.0% |
| All | +2,683.6% | +352.0% | +2,331.6% | +1,258.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling