+2,423.9%
MUU vs VLO
+191.4%
+2,232.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -8.7% |
| 7D | +3.6% | +4.0% | -0.4% | +0.6% |
| 30D | +22.3% | +19.0% | +3.3% | +7.6% |
| 3M | -8.2% | +50.0% | -58.2% | -32.6% |
| 6M | +256.3% | +79.1% | +177.2% | +109.9% |
| YTD | +534.4% | +140.3% | +394.1% | +150.2% |
| 1Y | +2,163.5% | +148.3% | +2,015.2% | +750.7% |
| All | +2,423.9% | +191.4% | +2,232.5% | +626.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling