+2,981.5%
MUU vs VIVK
-100.0%
+3,081.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -12.3% | +23.9% | +11.4% |
| 7D | +17.4% | -1.4% | +18.8% | +17.4% |
| 30D | +24.0% | -43.6% | +67.6% | +23.1% |
| 3M | -23.9% | -95.1% | +71.2% | -27.3% |
| 6M | +284.4% | -98.2% | +382.6% | +267.8% |
| YTD | +583.7% | -97.9% | +681.6% | +561.0% |
| 1Y | +2,981.5% | -100.0% | +3,081.4% | +3,002.8% |
| All | +2,981.5% | -100.0% | +3,081.4% | +3,002.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling