+2,683.6%
MUU vs VSH
+85.9%
+2,597.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +4.6% |
| 7D | +15.0% | +3.5% | +11.5% | +10.2% |
| 30D | +36.8% | -4.4% | +41.2% | +46.5% |
| 3M | -8.5% | -45.8% | +37.3% | +133.5% |
| 6M | +320.7% | +90.1% | +230.6% | +124.9% |
| YTD | +599.7% | +120.3% | +479.4% | +229.0% |
| 1Y | +2,569.2% | +112.2% | +2,456.9% | +1,232.8% |
| All | +2,683.6% | +85.9% | +2,597.7% | +1,653.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling