+14.8%
VOO vs MUU
+478.9%
-464.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -14.0% | +15.6% | +2.2% |
| 7D | -0.7% | -35.9% | +35.1% | +1.0% |
| 30D | -1.1% | -47.1% | +46.1% | +1.2% |
| 3M | -0.3% | -29.8% | +29.5% | +0.5% |
| 6M | +7.4% | +16.0% | -8.7% | +2.5% |
| YTD | +13.4% | +286.1% | -272.7% | +0.1% |
| 1Y | +14.8% | +504.3% | -489.5% | -2.1% |
| All | +14.8% | +478.9% | -464.1% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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 · 6 months rolling