+2,981.5%
MUU vs VSXY
+224.6%
+2,756.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.6% | +9.0% | +10.6% |
| 7D | +17.4% | -14.0% | +31.4% | +23.6% |
| 30D | +24.0% | -15.9% | +39.9% | +30.2% |
| 3M | -23.9% | +3.4% | -27.3% | -27.1% |
| 6M | +284.4% | +25.9% | +258.5% | +232.6% |
| YTD | +583.7% | +39.5% | +544.2% | +413.8% |
| 1Y | +2,981.5% | +194.4% | +2,787.1% | +843.1% |
| All | +2,981.5% | +224.6% | +2,756.9% | +843.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling