+2,981.5%
MUU vs VRTX
+37.4%
+2,944.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.1% | +13.7% | +12.0% |
| 7D | +17.4% | +0.8% | +16.6% | +17.0% |
| 30D | +24.0% | +12.6% | +11.3% | +18.8% |
| 3M | -23.9% | +23.6% | -47.5% | -31.8% |
| 6M | +284.4% | +14.3% | +270.1% | +263.7% |
| YTD | +583.7% | +20.5% | +563.3% | +526.4% |
| 1Y | +2,981.5% | +37.6% | +2,943.9% | +2,356.7% |
| All | +2,981.5% | +37.4% | +2,944.1% | +2,356.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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