+2,396.1%
MUU vs VO
+26.2%
+2,369.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -4.6% |
| 7D | -8.2% | -1.5% | -6.7% | -1.7% |
| 30D | +10.2% | -3.0% | +13.2% | +27.0% |
| 3M | -26.5% | +2.8% | -29.3% | -31.3% |
| 6M | +227.2% | +10.9% | +216.3% | +138.4% |
| YTD | +527.4% | +12.5% | +515.0% | +335.2% |
| 1Y | +1,843.7% | +12.0% | +1,831.7% | +1,327.9% |
| All | +2,396.1% | +26.2% | +2,369.9% | +1,241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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