-45.5%
MUZ vs VCLT
-2.8%
-42.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +0.3% | -13.0% | -12.3% |
| 7D | +14.0% | +1.2% | +12.7% | +16.1% |
| 30D | +57.6% | +3.4% | +54.2% | +70.8% |
| 3M | -3.1% | -0.9% | -2.2% | -14.4% |
| All | -45.5% | -2.8% | -42.7% | -56.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling