+257.0%
MUU vs VRT
+3.4%
+253.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | +1.7% |
| 7D | -32.5% | -17.7% | -14.8% | -7.6% |
| 30D | -55.2% | -20.0% | -35.2% | -36.2% |
| 3M | -40.7% | -28.1% | -12.6% | -4.7% |
| 6M | -43.9% | -42.8% | -1.1% | +40.9% |
| YTD | +203.2% | +20.0% | +183.2% | +171.0% |
| 1Y | +257.0% | +3.5% | +253.5% | +308.3% |
| All | +257.0% | +3.4% | +253.6% | +308.3% |
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