+32.8%
MUX vs VT
+53.2%
-20.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +5.9% |
| 7D | -1.2% | -4.2% | +3.0% | +5.5% |
| 30D | -17.8% | -5.8% | -12.0% | -9.6% |
| 3M | -24.6% | -5.2% | -19.3% | -17.4% |
| 6M | -29.7% | +0.1% | -29.8% | -27.9% |
| YTD | -19.7% | +8.2% | -27.9% | -25.0% |
| 1Y | -14.5% | +10.1% | -24.7% | -21.7% |
| 3Y | +108.8% | +69.7% | +39.2% | +6.5% |
| 5Y | +32.8% | +53.4% | -20.6% | -32.8% |
| All | +32.8% | +53.2% | -20.4% | -32.8% |
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