+800.0%
VGT vs MUB
+17.2%
+782.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.7% |
| 7D | -0.2% | -0.8% | +0.7% | +0.8% |
| 30D | -0.4% | -2.4% | +1.9% | +2.4% |
| 3M | +4.4% | -2.8% | +7.3% | +8.0% |
| 6M | +32.1% | -2.2% | +34.3% | +35.7% |
| YTD | +28.8% | -1.6% | +30.4% | +31.4% |
| 1Y | +35.3% | 0.0% | +35.3% | +35.6% |
| 3Y | +124.8% | +7.9% | +116.9% | +105.5% |
| 5Y | +137.9% | +1.2% | +136.7% | +133.0% |
| All | +800.0% | +17.2% | +782.7% | +765.4% |
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 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