+2,683.6%
MUU vs VLO
+194.1%
+2,489.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +4.3% |
| 7D | +15.0% | +6.2% | +8.8% | +9.9% |
| 30D | +36.8% | +23.5% | +13.3% | +17.0% |
| 3M | -8.5% | +53.9% | -62.4% | -34.2% |
| 6M | +320.7% | +81.7% | +239.1% | +144.8% |
| YTD | +599.7% | +142.5% | +457.2% | +174.0% |
| 1Y | +2,569.2% | +145.4% | +2,423.7% | +923.4% |
| All | +2,683.6% | +194.1% | +2,489.5% | +695.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling