+2,396.1%
MUU vs VSXY
+206.9%
+2,189.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.6% |
| 7D | -8.2% | +0.1% | -8.4% | -8.5% |
| 30D | +10.2% | -18.7% | +28.8% | +20.1% |
| 3M | -26.5% | -4.0% | -22.5% | -27.8% |
| 6M | +227.2% | +67.5% | +159.7% | +118.8% |
| YTD | +527.4% | +39.7% | +487.8% | +353.5% |
| 1Y | +1,843.7% | +180.0% | +1,663.7% | +765.8% |
| All | +2,396.1% | +206.9% | +2,189.2% | +1,073.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling