+2,620.0%
MUU vs VMC
+11.4%
+2,608.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.6% |
| 7D | +17.4% | -4.3% | +21.7% | +22.9% |
| 30D | +24.0% | -8.2% | +32.2% | +35.0% |
| 3M | -23.9% | -7.0% | -16.8% | -20.4% |
| 6M | +284.4% | -10.8% | +295.2% | +324.0% |
| YTD | +583.7% | -7.4% | +591.1% | +580.4% |
| 1Y | +2,981.5% | -9.5% | +2,991.0% | +3,008.2% |
| All | +2,620.0% | +11.4% | +2,608.7% | +2,160.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling