+2,981.5%
MUU vs VTRS
+66.3%
+2,915.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.7% |
| 7D | +17.4% | +3.3% | +14.1% | +16.6% |
| 30D | +24.0% | -3.6% | +27.6% | +25.0% |
| 3M | -23.9% | +7.0% | -30.9% | -25.2% |
| 6M | +284.4% | +17.5% | +267.0% | +242.7% |
| YTD | +583.7% | +38.8% | +544.9% | +463.2% |
| 1Y | +2,981.5% | +69.2% | +2,912.3% | +2,161.0% |
| All | +2,981.5% | +66.3% | +2,915.2% | +2,161.0% |
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