+42.6%
MUNI vs VOO
+802.4%
-759.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -1.2% | -2.0% | +0.8% | -1.1% |
| 30D | -2.3% | -1.7% | -0.7% | -2.3% |
| 3M | -2.6% | +4.7% | -7.4% | -2.7% |
| 6M | -2.6% | +12.6% | -15.2% | -2.9% |
| YTD | -1.5% | +11.8% | -13.2% | -1.7% |
| 1Y | +0.2% | +17.5% | -17.4% | -0.2% |
| 3Y | +9.5% | +77.0% | -67.5% | +8.0% |
| 5Y | +3.4% | +82.6% | -79.2% | +1.8% |
| 10Y | +19.5% | +320.0% | -300.5% | +17.8% |
| All | +42.6% | +802.4% | -759.8% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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