+2,683.6%
MUU vs VTV
+32.9%
+2,650.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +7.1% |
| 7D | +15.0% | -0.7% | +15.7% | +18.5% |
| 30D | +36.8% | -0.5% | +37.3% | +39.5% |
| 3M | -8.5% | +5.3% | -13.8% | -24.7% |
| 6M | +320.7% | +12.9% | +307.9% | +166.2% |
| YTD | +599.7% | +18.5% | +581.2% | +265.4% |
| 1Y | +2,569.2% | +25.3% | +2,543.9% | +1,017.5% |
| All | +2,683.6% | +32.9% | +2,650.7% | +913.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling