+2,981.5%
MUU vs VRT
+123.1%
+2,858.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.4% | +7.2% | +5.5% |
| 7D | +17.4% | +9.1% | +8.3% | +4.0% |
| 30D | +24.0% | +0.9% | +23.0% | +23.0% |
| 3M | -23.9% | -13.4% | -10.5% | +5.5% |
| 6M | +284.4% | +11.7% | +272.7% | +290.8% |
| YTD | +583.7% | +73.2% | +510.5% | +284.7% |
| 1Y | +2,981.5% | +123.4% | +2,858.1% | +1,503.9% |
| All | +2,981.5% | +123.1% | +2,858.4% | +1,503.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling