+504.3%
MUU vs VNQ
+14.0%
+490.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.2% | -17.2% | -8.1% |
| 7D | -35.9% | +6.8% | -42.7% | -27.0% |
| 30D | -47.1% | +10.0% | -57.1% | -36.9% |
| 3M | -29.8% | 0.0% | -29.8% | -27.2% |
| 6M | +16.0% | +4.5% | +11.5% | +27.7% |
| YTD | +286.1% | +13.9% | +272.2% | +304.6% |
| 1Y | +504.3% | +14.1% | +490.3% | +531.9% |
| All | +504.3% | +14.0% | +490.3% | +531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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