+35.8%
VOO vs MUU
+2,639.0%
-2,603.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.5% | -0.4% |
| 7D | +0.5% | +13.9% | -13.4% | -0.3% |
| 30D | -0.9% | +24.8% | -25.7% | -2.6% |
| 3M | +3.9% | -15.7% | +19.6% | +2.0% |
| 6M | +14.5% | +338.9% | -324.3% | -4.6% |
| YTD | +13.0% | +563.2% | -550.2% | -10.9% |
| 1Y | +19.4% | +2,577.5% | -2,558.1% | -20.4% |
| All | +35.8% | +2,639.0% | -2,603.1% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling