+2,683.6%
MUU vs VMC
+6.0%
+2,677.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +8.9% |
| 7D | +15.0% | -5.3% | +20.4% | +21.5% |
| 30D | +36.8% | -12.3% | +49.1% | +55.6% |
| 3M | -8.5% | -10.3% | +1.8% | -0.4% |
| 6M | +320.7% | -8.6% | +329.3% | +339.0% |
| YTD | +599.7% | -11.9% | +611.6% | +631.1% |
| 1Y | +2,569.2% | -13.9% | +2,583.1% | +2,737.7% |
| All | +2,683.6% | +6.0% | +2,677.6% | +2,329.0% |
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