+128.2%
MUR price history and return analytics
+63.7%
+64.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.8% |
| 7D | +4.0% | -2.0% | +6.0% | +6.1% |
| 30D | +9.8% | -1.4% | +11.2% | +11.2% |
| 3M | -1.5% | +4.7% | -6.3% | -7.3% |
| 6M | +21.3% | +11.4% | +10.0% | +4.2% |
| YTD | +27.9% | +13.1% | +14.9% | +7.8% |
| 1Y | +55.0% | +19.0% | +36.0% | +22.4% |
| 3Y | -6.0% | +73.9% | -80.0% | -53.3% |
| 5Y | +128.2% | +65.4% | +62.8% | +28.5% |
| All | +128.2% | +63.7% | +64.5% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling