+1,000.7%
MUU vs VST
+1.8%
+998.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +10.6% | -1.4% | -2.2% |
| 7D | -42.8% | -9.8% | -33.0% | -34.3% |
| 30D | -63.6% | -25.1% | -38.5% | -49.0% |
| 3M | -48.5% | -11.6% | -37.0% | -40.0% |
| 6M | -36.9% | -20.9% | -16.0% | -11.5% |
| YTD | +176.7% | -22.3% | +199.0% | +292.2% |
| 1Y | +266.3% | -32.0% | +298.3% | +488.3% |
| All | +1,000.7% | +1.8% | +998.8% | +1,245.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling