+2,538.2%
MUU vs VRT
+173.7%
+2,364.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.7% | -6.7% | -7.6% |
| 7D | +13.9% | +13.6% | +0.3% | -3.0% |
| 30D | +24.8% | +6.8% | +18.0% | +15.3% |
| 3M | -15.7% | -3.2% | -12.5% | -3.2% |
| 6M | +338.9% | +20.3% | +318.5% | +306.8% |
| YTD | +563.2% | +79.6% | +483.6% | +292.7% |
| 1Y | +2,577.5% | +139.0% | +2,438.5% | +1,128.9% |
| All | +2,538.2% | +173.7% | +2,364.6% | +752.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling