+2,423.9%
MUU vs VMC
+6.3%
+2,417.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.3% | -9.6% | -9.6% |
| 7D | +3.6% | -3.7% | +7.3% | +7.5% |
| 30D | +22.3% | -12.8% | +35.1% | +40.0% |
| 3M | -8.2% | -7.9% | -0.3% | -3.5% |
| 6M | +256.3% | -7.5% | +263.9% | +266.7% |
| YTD | +534.4% | -11.6% | +546.0% | +560.8% |
| 1Y | +2,163.5% | -14.3% | +2,177.7% | +2,326.0% |
| All | +2,423.9% | +6.3% | +2,417.6% | +2,095.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling