+1,000.7%
MUU vs VCIT
+5.7%
+994.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.7% |
| 7D | -42.8% | +0.1% | -42.9% | -43.4% |
| 30D | -63.6% | +1.9% | -65.5% | -67.4% |
| 3M | -48.5% | -1.4% | -47.1% | -45.2% |
| 6M | -36.9% | -2.1% | -34.8% | -28.8% |
| YTD | +176.7% | -1.6% | +178.3% | +208.3% |
| 1Y | +266.3% | -0.9% | +267.2% | +300.1% |
| All | +1,000.7% | +5.7% | +994.9% | +778.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling