+2,538.2%
MUU vs VZ
+30.3%
+2,508.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -2.4% |
| 7D | +13.9% | +0.2% | +13.7% | +14.4% |
| 30D | +24.8% | +7.1% | +17.7% | +35.7% |
| 3M | -15.7% | +12.8% | -28.6% | +1.9% |
| 6M | +338.9% | +1.8% | +337.1% | +389.1% |
| YTD | +563.2% | +30.0% | +533.2% | +823.0% |
| 1Y | +2,577.5% | +24.3% | +2,553.2% | +3,543.5% |
| All | +2,538.2% | +30.3% | +2,508.0% | +4,232.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling