+2,423.9%
MUU price history and return analytics
+37.4%
+2,386.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -4.6% |
| 7D | +3.6% | -2.0% | +5.5% | +16.0% |
| 30D | +22.3% | -1.4% | +23.7% | +33.7% |
| 3M | -8.2% | +4.7% | -12.9% | -17.6% |
| 6M | +256.3% | +11.4% | +245.0% | +164.1% |
| YTD | +534.4% | +13.1% | +521.4% | +353.3% |
| 1Y | +2,163.5% | +19.0% | +2,144.5% | +1,279.5% |
| All | +2,423.9% | +37.4% | +2,386.5% | +980.1% |
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 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