+158.3%
VEA vs MUB
+16.7%
+141.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.4% |
| 7D | -2.1% | -1.2% | -0.8% | -0.6% |
| 30D | -1.1% | -2.8% | +1.7% | +2.2% |
| 3M | +5.1% | -3.1% | +8.1% | +9.0% |
| 6M | +9.8% | -2.9% | +12.6% | +13.7% |
| YTD | +15.9% | -2.0% | +18.0% | +19.0% |
| 1Y | +24.6% | 0.0% | +24.6% | +25.0% |
| 3Y | +75.5% | +7.4% | +68.1% | +62.7% |
| 5Y | +59.4% | +0.8% | +58.6% | +57.8% |
| All | +158.3% | +16.7% | +141.6% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling