+2,620.0%
MUU vs VOO
+36.7%
+2,583.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +13.5% |
| 7D | +17.4% | +0.1% | +17.3% | +16.4% |
| 30D | +24.0% | +0.1% | +23.9% | +23.3% |
| 3M | -23.9% | +2.0% | -25.9% | -22.9% |
| 6M | +284.4% | +13.0% | +271.4% | +158.8% |
| YTD | +583.7% | +13.6% | +570.1% | +360.6% |
| 1Y | +2,981.5% | +20.1% | +2,961.4% | +1,662.2% |
| All | +2,620.0% | +36.7% | +2,583.4% | +1,092.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling