+504.3%
MUU vs VTV
+28.2%
+476.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.5% | -15.5% | -21.4% |
| 7D | -35.9% | +1.8% | -37.6% | -42.7% |
| 30D | -47.1% | +6.0% | -53.1% | -63.3% |
| 3M | -29.8% | +3.7% | -33.5% | -44.8% |
| 6M | +16.0% | +13.9% | +2.1% | -38.4% |
| YTD | +286.1% | +22.8% | +263.3% | +51.0% |
| 1Y | +504.3% | +27.9% | +476.5% | +104.0% |
| All | +504.3% | +28.2% | +476.1% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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