+1,348.1%
MUU vs VO
+27.9%
+1,320.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | +0.7% |
| 7D | +43.7% | +2.9% | +40.7% | +27.8% |
| 30D | -37.2% | +1.0% | -38.2% | -35.8% |
| 3M | -36.1% | -1.7% | -34.4% | -26.4% |
| 6M | -35.7% | +6.7% | -42.4% | -43.2% |
| YTD | +264.0% | +14.0% | +250.0% | +152.3% |
| 1Y | +359.1% | +13.7% | +345.4% | +229.9% |
| All | +1,348.1% | +27.9% | +1,320.2% | +677.5% |
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