+2,981.5%
MUU vs VSH
+118.1%
+2,863.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.4% | +7.2% | +5.0% |
| 7D | +17.4% | +4.1% | +13.3% | +11.1% |
| 30D | +24.0% | -4.2% | +28.1% | +30.5% |
| 3M | -23.9% | -50.0% | +26.1% | +139.3% |
| 6M | +284.4% | +80.2% | +204.2% | +103.8% |
| YTD | +583.7% | +121.1% | +462.6% | +187.7% |
| 1Y | +2,981.5% | +112.0% | +2,869.5% | +1,233.1% |
| All | +2,981.5% | +118.1% | +2,863.4% | +1,233.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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