+2,423.9%
MUU vs VRTX
+10.1%
+2,413.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.1% | -8.7% |
| 7D | +3.6% | -7.8% | +11.3% | +7.9% |
| 30D | +22.3% | -2.8% | +25.2% | +23.3% |
| 3M | -8.2% | +18.1% | -26.3% | -19.6% |
| 6M | +256.3% | +3.1% | +253.3% | +240.1% |
| YTD | +534.4% | +13.5% | +520.9% | +466.4% |
| 1Y | +2,163.5% | +32.4% | +2,131.1% | +1,696.6% |
| All | +2,423.9% | +10.1% | +2,413.8% | +2,207.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling