+1,138.0%
MUU vs VLTO
+5.6%
+1,132.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.8% | +11.7% | +12.4% |
| 7D | -27.2% | +2.0% | -29.2% | -27.3% |
| 30D | -54.0% | +21.8% | -75.8% | -56.0% |
| 3M | -41.4% | +20.2% | -61.7% | -43.8% |
| 6M | -42.5% | +36.3% | -78.8% | -53.1% |
| YTD | +211.2% | +18.8% | +192.4% | +209.4% |
| 1Y | +313.4% | +20.4% | +293.0% | +294.6% |
| All | +1,138.0% | +5.6% | +1,132.5% | +1,029.2% |
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