+5.6%
VNQ vs MUB
+0.2%
+5.4%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | 0.0% |
| 7D | -1.3% | -0.8% | -0.4% | +0.2% |
| 30D | -2.6% | -2.4% | -0.2% | +1.7% |
| 3M | -2.0% | -2.8% | +0.8% | +3.1% |
| 6M | +4.3% | -2.2% | +6.6% | +8.6% |
| YTD | +9.2% | -1.6% | +10.8% | +12.4% |
| 1Y | +5.6% | 0.0% | +5.6% | +8.1% |
| All | +5.6% | +0.2% | +5.4% | +8.1% |
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