-51.4%
VG vs MUB
+4.5%
-55.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.4% |
| 7D | -22.0% | +0.7% | -22.7% | -20.4% |
| 30D | -11.6% | +4.4% | -16.0% | +0.3% |
| 3M | -14.9% | -0.2% | -14.7% | -17.6% |
| 6M | -3.5% | -0.6% | -2.9% | -6.9% |
| YTD | +70.0% | +0.3% | +69.6% | +65.6% |
| 1Y | +50.0% | +0.8% | +49.2% | +46.0% |
| All | -51.4% | +4.5% | -55.9% | -49.4% |
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