+2,163.5%
MUU vs VSH
+109.0%
+2,054.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -7.9% |
| 7D | +3.6% | +3.1% | +0.5% | -0.4% |
| 30D | +22.3% | -5.7% | +28.0% | +34.5% |
| 3M | -8.2% | -42.5% | +34.3% | +134.2% |
| 6M | +256.3% | +82.7% | +173.7% | +84.2% |
| YTD | +534.4% | +118.2% | +416.2% | +173.0% |
| 1Y | +2,163.5% | +109.7% | +2,053.8% | +899.2% |
| All | +2,163.5% | +109.0% | +2,054.5% | +899.2% |
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