+35.5%
VOO vs MUU
+2,491.4%
-2,455.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | -0.8% | -8.2% | +7.5% | -0.3% |
| 30D | -1.1% | +10.2% | -11.2% | -2.0% |
| 3M | +3.9% | -26.5% | +30.4% | +3.1% |
| 6M | +13.6% | +227.2% | -213.6% | -3.1% |
| YTD | +12.7% | +527.4% | -514.7% | -10.9% |
| 1Y | +17.6% | +1,843.7% | -1,826.1% | -19.0% |
| All | +35.5% | +2,491.4% | -2,455.8% | -18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling