+504.3%
MUU vs VFC
+52.5%
+451.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.4% | -18.4% | -15.1% |
| 7D | -35.9% | +21.5% | -57.3% | -39.8% |
| 30D | -47.1% | +46.7% | -93.8% | -54.2% |
| 3M | -29.8% | +38.4% | -68.2% | -37.9% |
| 6M | +16.0% | +15.2% | +0.8% | +10.6% |
| YTD | +286.1% | +17.8% | +268.3% | +248.4% |
| 1Y | +504.3% | +55.6% | +448.8% | +353.0% |
| All | +504.3% | +52.5% | +451.9% | +353.0% |
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