+2,620.0%
MUU vs VRTX
+16.8%
+2,603.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.1% | +13.7% | +12.7% |
| 7D | +17.4% | +0.8% | +16.6% | +16.7% |
| 30D | +24.0% | +12.6% | +11.3% | +14.6% |
| 3M | -23.9% | +23.6% | -47.5% | -35.0% |
| 6M | +284.4% | +14.3% | +270.1% | +244.3% |
| YTD | +583.7% | +20.5% | +563.3% | +491.5% |
| 1Y | +2,981.5% | +37.6% | +2,943.9% | +2,302.6% |
| All | +2,620.0% | +16.8% | +2,603.2% | +2,309.2% |
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