+18.7%
VGT vs MUB
-0.2%
+19.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | +2.5% | -1.3% | +3.7% | +4.2% |
| 30D | -9.5% | +2.2% | -11.7% | -13.0% |
| 3M | -9.5% | -1.6% | -7.9% | -3.6% |
| 6M | -1.8% | -1.3% | -0.5% | +4.0% |
| YTD | +18.4% | -0.7% | +19.1% | +23.7% |
| 1Y | +18.7% | -0.2% | +18.9% | +24.2% |
| All | +18.7% | -0.2% | +19.0% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling