+53.6%
MUX vs VT
+23.4%
+30.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | -0.7% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | +10.0% | +0.8% | +9.2% | +8.0% |
| 3M | -1.5% | +2.8% | -4.3% | -6.7% |
| 6M | -19.7% | +13.0% | -32.6% | -37.9% |
| YTD | +11.0% | +15.4% | -4.4% | -17.0% |
| All | +53.6% | +23.4% | +30.3% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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