-51.4%
VG vs MUB
+4.1%
-55.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -2.7% |
| 7D | -22.0% | +0.9% | -22.9% | -19.9% |
| 30D | -14.7% | +3.8% | -18.5% | -4.9% |
| 3M | -7.1% | -0.7% | -6.4% | -11.4% |
| 6M | -11.2% | -0.8% | -10.4% | -14.7% |
| YTD | +69.8% | 0.0% | +69.9% | +63.7% |
| 1Y | +49.9% | +0.6% | +49.2% | +44.2% |
| All | -51.4% | +4.1% | -55.6% | -50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling