+2,981.5%
MUU vs VTR
+36.9%
+2,944.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +9.3% |
| 7D | +17.4% | -1.7% | +19.1% | +15.5% |
| 30D | +24.0% | -2.4% | +26.4% | +19.8% |
| 3M | -23.9% | +14.8% | -38.7% | -15.1% |
| 6M | +284.4% | +5.3% | +279.1% | +343.3% |
| YTD | +583.7% | +18.1% | +565.6% | +701.1% |
| 1Y | +2,981.5% | +36.7% | +2,944.8% | +3,207.3% |
| All | +2,981.5% | +36.9% | +2,944.6% | +3,207.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling