+2,981.5%
MUU vs VLTO
-8.3%
+2,989.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +10.4% |
| 7D | +17.4% | -2.3% | +19.7% | +15.4% |
| 30D | +24.0% | -0.9% | +24.8% | +23.3% |
| 3M | -23.9% | +13.8% | -37.7% | -22.1% |
| 6M | +284.4% | +2.0% | +282.4% | +325.6% |
| YTD | +583.7% | -3.2% | +586.9% | +692.1% |
| 1Y | +2,981.5% | -9.2% | +2,990.6% | +3,884.5% |
| All | +2,981.5% | -8.3% | +2,989.8% | +3,884.5% |
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