+2,396.1%
MUU vs VTV
+32.9%
+2,363.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -4.6% |
| 7D | -8.2% | -1.1% | -7.1% | -3.1% |
| 30D | +10.2% | -1.0% | +11.2% | +15.3% |
| 3M | -26.5% | +4.6% | -31.2% | -38.6% |
| 6M | +227.2% | +13.5% | +213.7% | +102.6% |
| YTD | +527.4% | +18.5% | +508.9% | +227.9% |
| 1Y | +1,843.7% | +22.9% | +1,820.8% | +780.7% |
| All | +2,396.1% | +32.9% | +2,363.2% | +809.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling