+504.3%
MUU vs VZ
+24.4%
+479.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.1% | -16.1% | -10.4% |
| 7D | -35.9% | +6.9% | -42.8% | -27.2% |
| 30D | -47.1% | +2.3% | -49.4% | -42.6% |
| 3M | -29.8% | 0.0% | -29.9% | -25.6% |
| 6M | +16.0% | +0.2% | +15.8% | +34.1% |
| YTD | +286.1% | +20.9% | +265.2% | +514.6% |
| 1Y | +504.3% | +25.2% | +479.1% | +954.3% |
| All | +504.3% | +24.4% | +479.9% | +954.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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