+2,423.9%
MUU vs VTRS
+55.7%
+2,368.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -8.8% |
| 7D | +3.6% | -3.3% | +6.9% | +5.9% |
| 30D | +22.3% | +1.4% | +21.0% | +20.9% |
| 3M | -8.2% | +4.6% | -12.9% | -13.7% |
| 6M | +256.3% | +18.1% | +238.3% | +193.2% |
| YTD | +534.4% | +34.7% | +499.7% | +355.2% |
| 1Y | +2,163.5% | +65.6% | +2,097.9% | +1,226.4% |
| All | +2,423.9% | +55.7% | +2,368.2% | +1,191.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling