+504.3%
MUU vs VTRS
+90.6%
+413.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -14.1% |
| 7D | -35.9% | +2.4% | -38.3% | -36.0% |
| 30D | -47.1% | +9.1% | -56.2% | -47.6% |
| 3M | -29.8% | +9.4% | -39.3% | -30.5% |
| 6M | +16.0% | +28.3% | -12.3% | +7.6% |
| YTD | +286.1% | +58.0% | +228.1% | +228.4% |
| 1Y | +504.3% | +89.7% | +414.6% | +374.2% |
| All | +504.3% | +90.6% | +413.7% | +374.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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