+2,538.2%
MUU vs VRTX
+13.1%
+2,525.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.1% | -1.3% |
| 7D | +13.9% | -3.4% | +17.3% | +15.9% |
| 30D | +24.8% | +6.6% | +18.2% | +19.0% |
| 3M | -15.7% | +19.4% | -35.1% | -26.4% |
| 6M | +338.9% | +15.8% | +323.1% | +286.3% |
| YTD | +563.2% | +16.7% | +546.5% | +483.5% |
| 1Y | +2,577.5% | +33.8% | +2,543.7% | +2,017.3% |
| All | +2,538.2% | +13.1% | +2,525.1% | +2,276.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling