-57.4%
MUZ vs VEU
-0.9%
-56.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +0.9% | -24.8% | -17.4% |
| 7D | -17.7% | -0.5% | -17.1% | -14.5% |
| 30D | +14.5% | -1.0% | +15.5% | +13.2% |
| 3M | -25.7% | -3.6% | -22.1% | -40.2% |
| All | -57.4% | -0.9% | -56.5% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · Available span rolling