+3.5%
MUNY vs VOO
+32.0%
-28.5%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.2% | -2.0% | +0.7% | -1.1% |
| 30D | -2.9% | -1.7% | -1.2% | -2.8% |
| 3M | -3.1% | +4.7% | -7.9% | -3.4% |
| 6M | -2.8% | +12.6% | -15.4% | -3.5% |
| YTD | -1.9% | +11.8% | -13.7% | -2.6% |
| 1Y | 0.0% | +17.5% | -17.6% | -0.8% |
| All | +3.5% | +32.0% | -28.5% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling