+1,397.6%
MUU vs VCIT
+5.6%
+1,392.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | 0.0% | +24.2% | +24.1% |
| 7D | -2.5% | -0.5% | -2.0% | -0.9% |
| 30D | -39.7% | +1.0% | -40.8% | -43.7% |
| 3M | -27.4% | -1.4% | -26.0% | -23.3% |
| 6M | -38.4% | -2.1% | -36.3% | -30.9% |
| YTD | +276.4% | -1.8% | +278.2% | +320.9% |
| 1Y | +390.7% | -1.4% | +392.1% | +443.5% |
| All | +1,397.6% | +5.6% | +1,392.0% | +1,099.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling