+2,396.1%
MUU vs VTI
+35.5%
+2,360.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -5.1% |
| 7D | -8.2% | -0.9% | -7.3% | -4.1% |
| 30D | +10.2% | -1.4% | +11.6% | +18.2% |
| 3M | -26.5% | +3.6% | -30.1% | -33.4% |
| 6M | +227.2% | +13.6% | +213.6% | +119.6% |
| YTD | +527.4% | +12.9% | +514.5% | +346.5% |
| 1Y | +1,843.7% | +17.2% | +1,826.5% | +1,172.3% |
| All | +2,396.1% | +35.5% | +2,360.6% | +1,132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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