+2,163.5%
MUU vs VRTX
+29.9%
+2,133.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.1% | -9.0% |
| 7D | +3.6% | -7.8% | +11.3% | +5.4% |
| 30D | +22.3% | -2.8% | +25.2% | +22.7% |
| 3M | -8.2% | +18.1% | -26.3% | -17.5% |
| 6M | +256.3% | +3.1% | +253.3% | +253.4% |
| YTD | +534.4% | +13.5% | +520.9% | +485.3% |
| 1Y | +2,163.5% | +32.4% | +2,131.1% | +1,575.0% |
| All | +2,163.5% | +29.9% | +2,133.6% | +1,575.0% |
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