+365.6%
MUU vs VRT
+19.0%
+346.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.6% | -1.6% | -0.2% |
| 7D | +24.7% | +10.5% | +14.2% | +9.8% |
| 30D | -35.1% | -9.3% | -25.8% | -21.6% |
| 3M | -44.3% | -29.6% | -14.7% | -6.4% |
| 6M | -44.4% | -45.4% | +0.9% | +48.2% |
| YTD | +244.9% | +24.8% | +220.1% | +193.0% |
| 1Y | +365.6% | +23.6% | +342.0% | +307.2% |
| All | +365.6% | +19.0% | +346.6% | +307.2% |
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