+1,272.2%
MUU vs VLTO
+5.8%
+1,266.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.9% | -5.3% |
| 7D | +24.7% | +1.0% | +23.7% | +24.6% |
| 30D | -35.1% | +17.5% | -52.6% | -37.1% |
| 3M | -44.3% | +21.4% | -65.7% | -46.7% |
| 6M | -44.4% | +38.1% | -82.6% | -55.3% |
| YTD | +244.9% | +19.0% | +225.9% | +242.9% |
| 1Y | +365.6% | +20.7% | +345.0% | +344.6% |
| All | +1,272.2% | +5.8% | +1,266.5% | +1,151.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling