+1,000.7%
MUU vs VLTO
+4.7%
+995.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +9.1% |
| 7D | -42.8% | +5.4% | -48.2% | -43.1% |
| 30D | -63.6% | +22.3% | -85.9% | -65.3% |
| 3M | -48.5% | +19.6% | -68.2% | -50.6% |
| 6M | -36.9% | +35.2% | -72.1% | -49.1% |
| YTD | +176.7% | +17.9% | +158.8% | +175.3% |
| 1Y | +266.3% | +19.5% | +246.7% | +249.4% |
| All | +1,000.7% | +4.7% | +995.9% | +904.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling