+2,538.2%
MUU vs VCIT
+6.7%
+2,531.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.6% |
| 7D | +13.9% | +0.1% | +13.8% | +13.5% |
| 30D | +24.8% | -0.8% | +25.6% | +29.5% |
| 3M | -15.7% | -0.5% | -15.2% | -12.7% |
| 6M | +338.9% | -1.4% | +340.3% | +382.0% |
| YTD | +563.2% | -0.8% | +563.9% | +613.0% |
| 1Y | +2,577.5% | +0.3% | +2,577.2% | +2,689.6% |
| All | +2,538.2% | +6.7% | +2,531.6% | +1,931.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VCIT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling