+2,620.0%
MUU vs VSH
+86.6%
+2,533.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.4% | +7.2% | +5.6% |
| 7D | +17.4% | +4.1% | +13.3% | +11.6% |
| 30D | +24.0% | -4.2% | +28.1% | +30.2% |
| 3M | -23.9% | -50.0% | +26.1% | +119.8% |
| 6M | +284.4% | +80.2% | +204.2% | +120.7% |
| YTD | +583.7% | +121.1% | +462.6% | +219.7% |
| 1Y | +2,981.5% | +112.0% | +2,869.5% | +1,439.9% |
| All | +2,620.0% | +86.6% | +2,533.5% | +1,604.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling