+202.4%
MUFG price history and return analytics
+76.6%
+125.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | +3.4% | +1.0% | +2.4% | +2.3% |
| 30D | +4.9% | -0.2% | +5.2% | +5.2% |
| 3M | +18.5% | +4.5% | +13.9% | +12.5% |
| 6M | +38.5% | +14.1% | +24.4% | +18.4% |
| YTD | +48.8% | +14.8% | +34.0% | +26.4% |
| 1Y | +51.4% | +21.2% | +30.2% | +20.7% |
| 3Y | +202.4% | +76.6% | +125.8% | +62.5% |
| All | +202.4% | +76.6% | +125.8% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling