+320.7%
MUU vs VTI
+15.1%
+305.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +9.2% |
| 7D | +15.0% | -0.4% | +15.4% | +16.8% |
| 30D | +36.8% | -1.6% | +38.4% | +52.0% |
| 3M | -8.5% | +3.6% | -12.1% | -21.5% |
| 6M | +320.7% | +13.0% | +307.7% | +175.8% |
| All | +320.7% | +15.1% | +305.6% | +175.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling