+1,272.2%
MUU vs VMC
+18.4%
+1,253.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.7% | -4.8% |
| 7D | +24.7% | -1.3% | +25.9% | +26.2% |
| 30D | -35.1% | +15.5% | -50.6% | -43.9% |
| 3M | -44.3% | +0.6% | -44.8% | -44.8% |
| 6M | -44.4% | +2.1% | -46.5% | -47.2% |
| YTD | +244.9% | -1.6% | +246.5% | +221.3% |
| 1Y | +365.6% | -1.2% | +366.8% | +331.7% |
| All | +1,272.2% | +18.4% | +1,253.9% | +967.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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