+908.0%
MUU vs VT
+31.5%
+876.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.1% | -30.3% | -11.6% |
| 7D | -53.2% | -4.2% | -49.1% | -37.5% |
| 30D | -64.1% | -5.8% | -58.3% | -46.3% |
| 3M | -54.1% | -5.2% | -48.8% | -33.0% |
| 6M | -37.7% | +0.1% | -37.8% | -16.2% |
| YTD | +153.4% | +8.2% | +145.1% | +147.3% |
| 1Y | +237.5% | +10.1% | +227.4% | +216.6% |
| All | +908.0% | +31.5% | +876.5% | +489.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling