+2,620.0%
MUU vs VLO
+180.3%
+2,439.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.6% |
| 7D | +17.4% | +5.2% | +12.2% | +13.1% |
| 30D | +24.0% | +22.6% | +1.4% | +6.3% |
| 3M | -23.9% | +43.8% | -67.7% | -42.1% |
| 6M | +284.4% | +65.7% | +218.7% | +142.0% |
| YTD | +583.7% | +131.1% | +452.6% | +177.5% |
| 1Y | +2,981.5% | +143.6% | +2,837.8% | +1,056.9% |
| All | +2,620.0% | +180.3% | +2,439.8% | +705.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling