+2,538.2%
MUU vs VIG
+24.5%
+2,513.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | +0.7% |
| 7D | +13.9% | -0.4% | +14.3% | +15.8% |
| 30D | +24.8% | -2.1% | +26.9% | +35.8% |
| 3M | -15.7% | +3.3% | -19.1% | -27.1% |
| 6M | +338.9% | +9.3% | +329.6% | +200.9% |
| YTD | +563.2% | +10.1% | +553.0% | +345.1% |
| 1Y | +2,577.5% | +14.7% | +2,562.8% | +1,464.8% |
| All | +2,538.2% | +24.5% | +2,513.7% | +1,183.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling