+8.8%
MUB vs VIG
+57.1%
-48.3%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -0.3% | -0.4% | +0.1% | -0.3% |
| 30D | -1.5% | -2.1% | +0.5% | -1.4% |
| 3M | -1.9% | +3.3% | -5.3% | -2.2% |
| 6M | -1.7% | +9.3% | -11.0% | -2.4% |
| YTD | -0.8% | +10.1% | -10.9% | -1.6% |
| 1Y | +1.5% | +14.7% | -13.2% | +0.3% |
| 3Y | +8.8% | +56.9% | -48.2% | +2.2% |
| All | +8.8% | +57.1% | -48.3% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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