-30.7%
MUZ vs VO
+1.4%
-32.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -3.5% | +37.4% | +10.4% |
| 7D | +79.0% | -3.3% | +82.4% | +47.9% |
| 30D | +104.4% | -1.8% | +106.2% | +82.9% |
| 3M | +27.0% | -3.4% | +30.3% | -4.3% |
| All | -30.7% | +1.4% | -32.1% | +8.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling