+1,272.2%
MUU vs VIG
+31.1%
+1,241.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.3% |
| 7D | +24.7% | +3.5% | +21.2% | +8.1% |
| 30D | -35.1% | +4.9% | -40.1% | -46.1% |
| 3M | -44.3% | +2.5% | -46.8% | -49.4% |
| 6M | -44.4% | +11.0% | -55.4% | -63.9% |
| YTD | +244.9% | +16.0% | +229.0% | +88.1% |
| 1Y | +365.6% | +17.5% | +348.1% | +144.8% |
| All | +1,272.2% | +31.1% | +1,241.1% | +442.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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