+2,981.5%
MUU vs VFC
-6.8%
+2,988.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.4% | +9.2% | +10.5% |
| 7D | +17.4% | -1.6% | +19.0% | +18.3% |
| 30D | +24.0% | -11.6% | +35.6% | +30.8% |
| 3M | -23.9% | -18.1% | -5.8% | -16.5% |
| 6M | +284.4% | -27.4% | +311.8% | +334.7% |
| YTD | +583.7% | -24.8% | +608.5% | +646.4% |
| 1Y | +2,981.5% | -8.2% | +2,989.7% | +2,749.4% |
| All | +2,981.5% | -6.8% | +2,988.3% | +2,749.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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