+1,348.1%
MUU vs VLO
+183.5%
+1,164.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -5.5% |
| 7D | +43.7% | +6.8% | +36.9% | +37.6% |
| 30D | -37.2% | -17.9% | -19.4% | -28.1% |
| 3M | -36.1% | +13.5% | -49.6% | -42.8% |
| 6M | -35.7% | +53.0% | -88.8% | -55.0% |
| YTD | +264.0% | +133.7% | +130.3% | +44.1% |
| 1Y | +359.1% | +115.7% | +243.4% | +105.8% |
| All | +1,348.1% | +183.5% | +1,164.6% | +318.3% |
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 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