+504.3%
MUU vs VLO
+120.8%
+383.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -5.8% | -8.2% | -13.8% |
| 7D | -35.9% | -6.0% | -29.9% | -35.6% |
| 30D | -47.1% | -12.9% | -34.3% | -47.2% |
| 3M | -29.8% | +18.3% | -48.2% | -30.0% |
| 6M | +16.0% | +46.4% | -30.4% | +18.6% |
| YTD | +286.1% | +127.7% | +158.3% | +214.7% |
| 1Y | +504.3% | +120.6% | +383.7% | +436.3% |
| All | +504.3% | +120.8% | +383.6% | +436.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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