+2,538.2%
MUU vs VTR
+50.6%
+2,487.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.1% |
| 7D | +13.9% | -2.4% | +16.3% | +13.2% |
| 30D | +24.8% | -3.7% | +28.5% | +23.3% |
| 3M | -15.7% | +13.5% | -29.3% | -18.5% |
| 6M | +338.9% | +7.2% | +331.7% | +335.6% |
| YTD | +563.2% | +17.6% | +545.6% | +527.4% |
| 1Y | +2,577.5% | +35.4% | +2,542.1% | +2,187.9% |
| All | +2,538.2% | +50.6% | +2,487.7% | +2,109.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling