+1,874.6%
VGT vs MUB
+76.3%
+1,798.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | -0.9% | +1.9% | +1.4% |
| 30D | +1.3% | -1.4% | +2.7% | +2.0% |
| 3M | -1.1% | -2.2% | +1.0% | 0.0% |
| 6M | +32.6% | -1.9% | +34.5% | +34.0% |
| YTD | +29.0% | -0.8% | +29.8% | +29.6% |
| 1Y | +39.7% | +2.7% | +37.0% | +38.0% |
| 3Y | +120.9% | +8.6% | +112.3% | +112.3% |
| 5Y | +133.6% | +2.0% | +131.5% | +129.7% |
| 10Y | +792.6% | +17.9% | +774.6% | +755.6% |
| All | +1,874.6% | +76.3% | +1,798.3% | +1,650.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling