+2,396.1%
MUU vs VYM
+32.1%
+2,364.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -4.1% |
| 7D | -8.2% | -0.8% | -7.4% | -4.9% |
| 30D | +10.2% | -2.2% | +12.4% | +21.2% |
| 3M | -26.5% | +3.1% | -29.6% | -36.0% |
| 6M | +227.2% | +9.7% | +217.5% | +122.6% |
| YTD | +527.4% | +14.9% | +512.5% | +249.8% |
| 1Y | +1,843.7% | +17.6% | +1,826.1% | +905.7% |
| All | +2,396.1% | +32.1% | +2,364.0% | +813.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling