+1,272.2%
MUU vs VUG
+32.0%
+1,240.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.3% | -1.6% |
| 7D | +24.7% | +2.5% | +22.2% | +15.2% |
| 30D | -35.1% | -6.3% | -28.9% | -7.9% |
| 3M | -44.3% | -6.0% | -38.2% | -21.4% |
| 6M | -44.4% | -3.5% | -40.9% | -20.4% |
| YTD | +244.9% | +3.9% | +241.0% | +305.9% |
| 1Y | +365.6% | +5.1% | +360.5% | +449.2% |
| All | +1,272.2% | +32.0% | +1,240.2% | +868.6% |
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