-48.3%
MUZ vs VLTO
+38.9%
-87.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +0.6% | +13.6% | +12.6% |
| 7D | +47.2% | +13.8% | +33.4% | +4.0% |
| 30D | +57.1% | +21.2% | +35.9% | -4.7% |
| 3M | -5.3% | +21.5% | -26.8% | -44.0% |
| All | -48.3% | +38.9% | -87.2% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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