+1,272.2%
MUU vs VRTX
+15.2%
+1,257.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.5% | -4.9% |
| 7D | +24.7% | -1.6% | +26.2% | +25.7% |
| 30D | -35.1% | +8.0% | -43.2% | -37.9% |
| 3M | -44.3% | +4.3% | -48.6% | -46.1% |
| 6M | -44.4% | +18.9% | -63.3% | -51.7% |
| YTD | +244.9% | +18.8% | +226.1% | +199.1% |
| 1Y | +365.6% | +24.0% | +341.7% | +289.4% |
| All | +1,272.2% | +15.2% | +1,257.0% | +1,118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling