+1,348.1%
MUU vs VST
+9.7%
+1,338.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -4.2% |
| 7D | +43.7% | +19.2% | +24.5% | +19.4% |
| 30D | -37.2% | -17.2% | -20.1% | -20.5% |
| 3M | -36.1% | -8.1% | -27.9% | -28.0% |
| 6M | -35.7% | -8.1% | -27.6% | -21.7% |
| YTD | +264.0% | -16.3% | +280.3% | +378.9% |
| 1Y | +359.1% | -24.1% | +383.2% | +561.7% |
| All | +1,348.1% | +9.7% | +1,338.4% | +1,543.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling