+2,620.0%
MUU vs VST
+21.6%
+2,598.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.5% | +8.1% | +7.8% |
| 7D | +17.4% | +8.9% | +8.5% | +7.4% |
| 30D | +24.0% | +6.2% | +17.8% | +16.7% |
| 3M | -23.9% | -2.7% | -21.2% | -15.6% |
| 6M | +284.4% | -8.4% | +292.8% | +354.9% |
| YTD | +583.7% | -7.2% | +590.9% | +686.9% |
| 1Y | +2,981.5% | -20.9% | +3,002.4% | +4,021.3% |
| All | +2,620.0% | +21.6% | +2,598.4% | +2,599.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 3y: compounded portfolio wealth divided by compounded VST 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…
3y analysis · Full analysis span regression · 6 months rolling