+1,843.7%
MUU vs VTV
+24.1%
+1,819.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -5.2% |
| 7D | -8.2% | -1.1% | -7.1% | -2.2% |
| 30D | +10.2% | -1.0% | +11.2% | +16.1% |
| 3M | -26.5% | +4.6% | -31.2% | -40.7% |
| 6M | +227.2% | +13.5% | +213.7% | +95.2% |
| YTD | +527.4% | +18.5% | +508.9% | +223.4% |
| 1Y | +1,843.7% | +22.9% | +1,820.8% | +778.8% |
| All | +1,843.7% | +24.1% | +1,819.5% | +778.8% |
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