-45.5%
MUZ vs VO
+4.0%
-49.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +2.7% | -15.5% | +5.0% |
| 7D | +14.0% | -0.1% | +14.1% | +17.0% |
| 30D | +57.6% | +0.5% | +57.1% | +68.4% |
| 3M | -3.1% | -1.0% | -2.1% | -14.1% |
| All | -45.5% | +4.0% | -49.5% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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