-48.3%
MUZ vs VCLT
-3.6%
-44.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +1.0% | +13.2% | +15.9% |
| 7D | +47.2% | +0.4% | +46.8% | +47.5% |
| 30D | +57.1% | +3.9% | +53.1% | +74.0% |
| 3M | -5.3% | -1.9% | -3.3% | -20.7% |
| All | -48.3% | -3.6% | -44.7% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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 · Available span rolling