+504.3%
MUU vs VWO
+5.9%
+498.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -22.7% |
| 7D | -35.9% | -1.3% | -34.6% | -32.2% |
| 30D | -47.1% | -7.1% | -40.0% | -22.3% |
| 3M | -29.8% | -6.1% | -23.8% | -2.3% |
| 6M | +16.0% | -3.9% | +19.9% | +81.8% |
| YTD | +286.1% | +5.0% | +281.1% | +248.8% |
| 1Y | +504.3% | +6.0% | +498.4% | +417.8% |
| All | +504.3% | +5.9% | +498.4% | +417.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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