+2,981.5%
MUU vs VT
+23.3%
+2,958.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.7% |
| 7D | +17.4% | +0.4% | +16.9% | +13.7% |
| 30D | +24.0% | +1.0% | +23.0% | +16.6% |
| 3M | -23.9% | +2.4% | -26.3% | -22.5% |
| 6M | +284.4% | +12.0% | +272.4% | +166.9% |
| YTD | +583.7% | +15.3% | +568.4% | +289.7% |
| 1Y | +2,981.5% | +22.6% | +2,958.9% | +1,076.7% |
| All | +2,981.5% | +23.3% | +2,958.1% | +1,076.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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