-31.2%
MUX price history and return analytics
+355.4%
-386.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.5% | -0.5% | -16.0% | -16.1% |
| 7D | -0.7% | -0.1% | -0.5% | -0.4% |
| 30D | -24.2% | -3.1% | -21.2% | -21.7% |
| 3M | -29.4% | -3.5% | -25.9% | -26.5% |
| 6M | -44.1% | +0.5% | -44.5% | -43.3% |
| YTD | -26.8% | +10.8% | -37.6% | -31.2% |
| 1Y | -20.7% | +11.9% | -32.6% | -26.0% |
| 3Y | +99.6% | +73.0% | +26.6% | +28.6% |
| 5Y | +21.0% | +58.6% | -37.6% | -14.8% |
| 10Y | -53.4% | +219.2% | -272.6% | -82.1% |
| All | -31.2% | +355.4% | -386.7% | -76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling