+75.7%
VOO vs MUB
+3.6%
+72.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.0% |
| 7D | -0.9% | +0.4% | -1.4% | -1.3% |
| 30D | -2.3% | +3.9% | -6.2% | -5.7% |
| 3M | -1.2% | -0.2% | -0.9% | -0.8% |
| 6M | +3.3% | -0.4% | +3.7% | +3.9% |
| YTD | +12.3% | +0.5% | +11.8% | +12.0% |
| 1Y | +12.5% | +0.7% | +11.8% | +12.1% |
| 3Y | +79.2% | +11.1% | +68.1% | +61.8% |
| 5Y | +75.7% | +3.7% | +72.0% | +53.9% |
| All | +75.7% | +3.6% | +72.1% | +53.9% |
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