+2,683.6%
MUU vs VUG
+37.3%
+2,646.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +7.4% |
| 7D | +15.0% | +0.1% | +14.9% | +14.1% |
| 30D | +36.8% | -1.7% | +38.5% | +45.7% |
| 3M | -8.5% | +2.8% | -11.3% | -11.6% |
| 6M | +320.7% | +13.6% | +307.1% | +213.3% |
| YTD | +599.7% | +8.1% | +591.6% | +535.2% |
| 1Y | +2,569.2% | +13.1% | +2,556.1% | +2,142.2% |
| All | +2,683.6% | +37.3% | +2,646.3% | +1,415.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling