+359.1%
MUU vs VCIT
-1.6%
+360.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | +0.7% |
| 7D | +43.7% | -1.4% | +45.1% | +56.1% |
| 30D | -37.2% | +0.8% | -38.0% | -43.7% |
| 3M | -36.1% | -1.7% | -34.3% | -28.0% |
| 6M | -35.7% | -2.1% | -33.7% | -21.9% |
| YTD | +264.0% | -2.0% | +266.0% | +338.6% |
| 1Y | +359.1% | -1.5% | +360.6% | +441.4% |
| All | +359.1% | -1.6% | +360.6% | +441.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling