+504.3%
MUU vs VRT
+12.3%
+492.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -12.9% | -1.1% | +3.3% |
| 7D | -35.9% | -15.4% | -20.5% | -19.5% |
| 30D | -47.1% | -19.0% | -28.2% | -29.9% |
| 3M | -29.8% | -23.8% | -6.0% | -1.1% |
| 6M | +16.0% | -37.9% | +53.9% | +150.2% |
| YTD | +286.1% | +27.0% | +259.1% | +196.8% |
| 1Y | +504.3% | +13.8% | +490.5% | +467.2% |
| All | +504.3% | +12.3% | +492.1% | +467.2% |
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