+2,423.9%
MUU vs VOO
+34.5%
+2,389.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -6.3% |
| 7D | +3.6% | -2.0% | +5.5% | +14.5% |
| 30D | +22.3% | -1.7% | +24.0% | +33.3% |
| 3M | -8.2% | +4.7% | -12.9% | -20.7% |
| 6M | +256.3% | +12.6% | +243.8% | +144.6% |
| YTD | +534.4% | +11.8% | +522.6% | +364.6% |
| 1Y | +2,163.5% | +17.5% | +2,145.9% | +1,339.0% |
| All | +2,423.9% | +34.5% | +2,389.4% | +1,102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling