-48.4%
MUX price history and return analytics
+221.4%
-269.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | +5.8% | +1.0% | +4.8% | +4.7% |
| 30D | +5.6% | -0.2% | +5.9% | +6.0% |
| 3M | +10.2% | +4.5% | +5.7% | +5.9% |
| 6M | -16.2% | +14.1% | -30.3% | -25.3% |
| YTD | +9.5% | +14.8% | -5.3% | -2.2% |
| 1Y | +47.2% | +21.2% | +26.0% | +25.5% |
| 3Y | +192.5% | +76.6% | +115.9% | +76.9% |
| 5Y | +73.2% | +66.6% | +6.7% | +9.2% |
| 10Y | -48.4% | +222.3% | -270.6% | -85.0% |
| All | -48.4% | +221.4% | -269.8% | -85.0% |
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