+1,348.1%
MUU vs VRT
+97.3%
+1,250.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -5.2% |
| 7D | +43.7% | +18.6% | +25.0% | +17.7% |
| 30D | -37.2% | -11.7% | -25.6% | -22.6% |
| 3M | -36.1% | -27.3% | -8.8% | -1.4% |
| 6M | -35.7% | -42.9% | +7.1% | +47.9% |
| YTD | +264.0% | +29.5% | +234.5% | +235.5% |
| 1Y | +359.1% | +21.0% | +338.0% | +369.4% |
| All | +1,348.1% | +97.3% | +1,250.8% | +628.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling