+108.8%
MUA price history and return analytics
+368.8%
-260.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -3.0% | -0.7% | -2.3% | -2.9% |
| 3M | -6.2% | +4.0% | -10.2% | -7.0% |
| 6M | -6.6% | +12.3% | -18.9% | -8.9% |
| YTD | -4.2% | +14.0% | -18.3% | -6.9% |
| 1Y | -7.4% | +20.3% | -27.7% | -11.1% |
| 3Y | +22.9% | +75.4% | -52.5% | +9.1% |
| 5Y | -18.5% | +66.0% | -84.4% | -27.2% |
| 10Y | +10.6% | +228.2% | -217.6% | -13.0% |
| All | +108.8% | +368.8% | -260.0% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling