+1,843.7%
MUU vs VZ
+24.0%
+1,819.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | +0.9% |
| 7D | -8.2% | +0.9% | -9.2% | -6.7% |
| 30D | +10.2% | +7.7% | +2.4% | +24.2% |
| 3M | -26.5% | +9.7% | -36.2% | -8.5% |
| 6M | +227.2% | +3.1% | +224.1% | +282.0% |
| YTD | +527.4% | +30.5% | +496.9% | +881.2% |
| 1Y | +1,843.7% | +22.5% | +1,821.2% | +2,906.1% |
| All | +1,843.7% | +24.0% | +1,819.7% | +2,906.1% |
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