+2,683.6%
MUU vs VTI
+35.2%
+2,648.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +8.1% |
| 7D | +15.0% | -0.4% | +15.4% | +16.5% |
| 30D | +36.8% | -1.6% | +38.4% | +47.8% |
| 3M | -8.5% | +3.6% | -12.1% | -15.7% |
| 6M | +320.7% | +13.0% | +307.7% | +188.6% |
| YTD | +599.7% | +12.7% | +587.0% | +402.3% |
| 1Y | +2,569.2% | +18.4% | +2,550.8% | +1,587.0% |
| All | +2,683.6% | +35.2% | +2,648.4% | +1,286.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling