+10.4%
MUA price history and return analytics
+229.8%
-219.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -3.7% | -1.0% | -2.7% | -3.4% |
| 3M | -7.2% | +3.2% | -10.4% | -8.2% |
| 6M | -7.0% | +12.5% | -19.5% | -10.6% |
| YTD | -4.5% | +14.1% | -18.6% | -8.7% |
| 1Y | -9.6% | +18.9% | -28.6% | -14.7% |
| 3Y | +22.8% | +74.1% | -51.3% | +2.0% |
| 5Y | -18.7% | +66.9% | -85.6% | -32.1% |
| All | +10.4% | +229.8% | -219.3% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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