+504.3%
MUU vs VLTO
+18.3%
+486.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.6% | -14.6% | -13.3% |
| 7D | -35.9% | +13.8% | -49.7% | -23.9% |
| 30D | -47.1% | +21.2% | -68.3% | -32.4% |
| 3M | -29.8% | +21.5% | -51.3% | -9.8% |
| 6M | +16.0% | +33.0% | -17.0% | +58.2% |
| YTD | +286.1% | +17.8% | +268.3% | +484.2% |
| 1Y | +504.3% | +18.1% | +486.2% | +809.8% |
| All | +504.3% | +18.3% | +486.0% | +809.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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