+314.1%
VOO vs MUB
+16.7%
+297.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.1% |
| 7D | -2.0% | -1.2% | -0.7% | -0.7% |
| 30D | -1.7% | -2.8% | +1.1% | +1.2% |
| 3M | +4.7% | -3.1% | +7.8% | +8.1% |
| 6M | +12.6% | -2.9% | +15.4% | +16.0% |
| YTD | +11.8% | -2.0% | +13.8% | +14.2% |
| 1Y | +17.5% | 0.0% | +17.6% | +17.7% |
| 3Y | +77.0% | +7.4% | +69.6% | +64.3% |
| 5Y | +82.6% | +0.8% | +81.8% | +80.6% |
| All | +314.1% | +16.7% | +297.4% | +311.8% |
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 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