+33.2%
MUJ price history and return analytics
+221.8%
-188.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -5.3% | +2.4% | -7.7% | -5.8% |
| 30D | -0.2% | -1.5% | +1.3% | +0.1% |
| 3M | -9.0% | -4.1% | -4.8% | -8.1% |
| 6M | -7.4% | +0.6% | -8.0% | -7.6% |
| YTD | -2.0% | +11.0% | -13.0% | -4.5% |
| 1Y | -1.2% | +13.3% | -14.5% | -4.1% |
| 3Y | +25.7% | +73.4% | -47.6% | +10.3% |
| 5Y | -7.2% | +57.4% | -64.6% | -17.4% |
| All | +33.2% | +221.8% | -188.6% | +1.4% |
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