+2,163.5%
MUU vs VUG
+11.8%
+2,151.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -6.9% |
| 7D | +3.6% | -1.9% | +5.4% | +12.8% |
| 30D | +22.3% | -1.6% | +23.9% | +31.4% |
| 3M | -8.2% | +4.4% | -12.6% | -19.4% |
| 6M | +256.3% | +13.2% | +243.1% | +158.1% |
| YTD | +534.4% | +7.5% | +526.9% | +499.1% |
| 1Y | +2,163.5% | +12.5% | +2,151.0% | +1,778.9% |
| All | +2,163.5% | +11.8% | +2,151.7% | +1,778.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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