+2,538.2%
MUU vs VO
+27.4%
+2,510.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -0.4% |
| 7D | +13.9% | +0.6% | +13.3% | +10.6% |
| 30D | +24.8% | -1.1% | +25.9% | +31.7% |
| 3M | -15.7% | +4.5% | -20.3% | -25.7% |
| 6M | +338.9% | +11.1% | +327.8% | +216.4% |
| YTD | +563.2% | +13.5% | +549.6% | +340.8% |
| 1Y | +2,577.5% | +14.5% | +2,563.0% | +1,697.6% |
| All | +2,538.2% | +27.4% | +2,510.8% | +1,258.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling