+2,396.1%
MUU vs VTR
+50.8%
+2,345.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.2% |
| 7D | -8.2% | -0.3% | -7.9% | -8.3% |
| 30D | +10.2% | +1.1% | +9.1% | +10.5% |
| 3M | -26.5% | +7.9% | -34.4% | -27.8% |
| 6M | +227.2% | +6.2% | +221.1% | +226.9% |
| YTD | +527.4% | +17.7% | +509.7% | +494.1% |
| 1Y | +1,843.7% | +32.9% | +1,810.8% | +1,584.5% |
| All | +2,396.1% | +50.8% | +2,345.3% | +1,992.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling