+1,397.6%
MUU vs VLTO
+6.2%
+1,391.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.5% | +23.7% | +24.1% |
| 7D | -2.5% | +1.5% | -4.0% | -2.6% |
| 30D | -39.7% | +20.9% | -60.7% | -42.1% |
| 3M | -27.4% | +21.4% | -48.8% | -30.5% |
| 6M | -38.4% | +37.6% | -76.0% | -50.0% |
| YTD | +276.4% | +19.5% | +256.9% | +274.0% |
| 1Y | +390.7% | +22.0% | +368.7% | +362.0% |
| All | +1,397.6% | +6.2% | +1,391.4% | +1,265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling