+1,106.1%
MUU vs VT
+34.6%
+1,071.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | +0.1% |
| 7D | -32.5% | -0.1% | -32.3% | -28.3% |
| 30D | -55.2% | -3.1% | -52.2% | -42.5% |
| 3M | -40.7% | -3.5% | -37.2% | -21.4% |
| 6M | -43.9% | +0.5% | -44.4% | -27.5% |
| YTD | +203.2% | +10.8% | +192.4% | +161.5% |
| 1Y | +257.0% | +11.9% | +245.1% | +205.6% |
| All | +1,106.1% | +34.6% | +1,071.4% | +523.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling