+70.8%
MUSA price history and return analytics
+74.2%
-3.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | +2.4% | -1.1% | +3.5% | +2.5% |
| 30D | -4.2% | -1.0% | -3.2% | -4.1% |
| 3M | -15.7% | +3.2% | -18.9% | -16.1% |
| 6M | +18.0% | +12.5% | +5.5% | +15.2% |
| YTD | +30.3% | +14.1% | +16.2% | +26.5% |
| 1Y | +33.8% | +18.9% | +14.9% | +28.0% |
| 3Y | +70.8% | +74.1% | -3.3% | +47.1% |
| All | +70.8% | +74.2% | -3.5% | +47.1% |
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