+365.6%
MUU vs VSH
+92.4%
+273.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.2% | -1.0% | +0.9% |
| 7D | +24.7% | +14.3% | +10.3% | +3.2% |
| 30D | -35.1% | -7.9% | -27.3% | -22.4% |
| 3M | -44.3% | -19.9% | -24.4% | -21.5% |
| 6M | -44.4% | -30.5% | -13.9% | +15.8% |
| YTD | +244.9% | +85.7% | +159.3% | +62.1% |
| 1Y | +365.6% | +98.9% | +266.7% | +102.3% |
| All | +365.6% | +92.4% | +273.2% | +102.3% |
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