+1,843.7%
MUU vs VNQ
+7.2%
+1,836.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -0.3% |
| 7D | -8.2% | -1.3% | -7.0% | -9.6% |
| 30D | +10.2% | -2.6% | +12.7% | +6.9% |
| 3M | -26.5% | -2.0% | -24.5% | -27.9% |
| 6M | +227.2% | +4.3% | +222.9% | +207.1% |
| YTD | +527.4% | +9.2% | +518.2% | +474.7% |
| 1Y | +1,843.7% | +5.6% | +1,838.1% | +1,868.9% |
| All | +1,843.7% | +7.2% | +1,836.4% | +1,868.9% |
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