+74.5%
MUX vs VT
+66.2%
+8.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.7% | +0.4% | -2.2% | -2.3% |
| 30D | +1.8% | +1.0% | +0.9% | +0.6% |
| 3M | -5.2% | +2.4% | -7.5% | -7.2% |
| 6M | -22.3% | +12.0% | -34.3% | -32.3% |
| YTD | +8.4% | +15.3% | -6.9% | -8.5% |
| 1Y | +50.1% | +22.6% | +27.5% | +17.5% |
| 3Y | +155.3% | +74.7% | +80.7% | +24.1% |
| All | +74.5% | +66.2% | +8.3% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling