+810.9%
VOO vs MUB
+48.5%
+762.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +2.6% | -1.3% | +3.8% | +3.3% |
| 30D | -2.0% | +2.2% | -4.2% | -3.2% |
| 3M | -2.8% | -1.6% | -1.1% | -1.9% |
| 6M | +2.2% | -1.3% | +3.4% | +2.9% |
| YTD | +11.5% | -0.7% | +12.2% | +12.0% |
| 1Y | +13.5% | -0.2% | +13.7% | +13.7% |
| 3Y | +78.1% | +9.6% | +68.5% | +69.5% |
| 5Y | +73.1% | +2.6% | +70.6% | +69.7% |
| 10Y | +310.7% | +21.5% | +289.3% | +300.4% |
| All | +810.9% | +48.5% | +762.4% | +800.3% |
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