+2,683.6%
MUU vs VSXY
+207.2%
+2,476.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | +7.2% |
| 7D | +15.0% | -10.7% | +25.7% | +20.6% |
| 30D | +36.8% | -24.3% | +61.1% | +54.3% |
| 3M | -8.5% | +1.0% | -9.5% | -12.1% |
| 6M | +320.7% | +57.4% | +263.4% | +191.8% |
| YTD | +599.7% | +39.8% | +559.9% | +405.2% |
| 1Y | +2,569.2% | +196.5% | +2,372.7% | +1,048.4% |
| All | +2,683.6% | +207.2% | +2,476.4% | +1,207.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling