+1,843.7%
MUU vs VLO
+152.2%
+1,691.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.1% |
| 7D | -8.2% | +5.3% | -13.5% | -8.3% |
| 30D | +10.2% | +18.2% | -8.1% | +9.7% |
| 3M | -26.5% | +53.3% | -79.8% | -25.7% |
| 6M | +227.2% | +70.4% | +156.8% | +229.0% |
| YTD | +527.4% | +143.4% | +384.0% | +443.1% |
| 1Y | +1,843.7% | +153.0% | +1,690.7% | +1,811.2% |
| All | +1,843.7% | +152.2% | +1,691.5% | +1,811.2% |
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