+2,423.9%
MUU vs VRT
+133.5%
+2,290.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.7% | -2.5% |
| 7D | +3.6% | -7.7% | +11.3% | +12.3% |
| 30D | +22.3% | -12.0% | +34.3% | +41.2% |
| 3M | -8.2% | -11.7% | +3.5% | +16.4% |
| 6M | +256.3% | -8.1% | +264.4% | +347.7% |
| YTD | +534.4% | +53.2% | +481.2% | +349.1% |
| 1Y | +2,163.5% | +81.7% | +2,081.8% | +1,307.2% |
| All | +2,423.9% | +133.5% | +2,290.4% | +874.6% |
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