+1,138.0%
MUU vs VRT
+88.7%
+1,049.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +9.6% | +2.9% | +0.5% |
| 7D | -27.2% | -10.6% | -16.6% | -12.2% |
| 30D | -54.0% | -17.4% | -36.6% | -38.8% |
| 3M | -41.4% | -26.4% | -15.1% | -11.7% |
| 6M | -42.5% | -41.0% | -1.5% | +27.5% |
| YTD | +211.2% | +23.8% | +187.4% | +200.5% |
| 1Y | +313.4% | +11.6% | +301.8% | +362.9% |
| All | +1,138.0% | +88.7% | +1,049.3% | +552.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling