+104.6%
VGT vs MUB
+2.5%
+102.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.3% |
| 7D | +2.5% | -1.3% | +3.7% | +4.0% |
| 30D | -9.5% | +2.2% | -11.7% | -11.9% |
| 3M | -9.5% | -1.6% | -7.9% | -7.6% |
| 6M | -1.8% | -1.3% | -0.5% | -0.1% |
| YTD | +18.4% | -0.7% | +19.1% | +19.6% |
| 1Y | +18.7% | -0.2% | +18.9% | +19.4% |
| 3Y | +103.8% | +9.6% | +94.2% | +79.5% |
| All | +104.6% | +2.5% | +102.1% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling