+297.8%
VTI vs MUB
+17.2%
+280.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | -0.9% | -0.8% | -0.1% | 0.0% |
| 30D | -1.4% | -2.4% | +0.9% | +1.0% |
| 3M | +3.6% | -2.8% | +6.4% | +6.8% |
| 6M | +13.6% | -2.2% | +15.8% | +16.4% |
| YTD | +12.9% | -1.6% | +14.5% | +14.9% |
| 1Y | +17.2% | 0.0% | +17.2% | +17.3% |
| 3Y | +75.7% | +7.9% | +67.8% | +62.2% |
| 5Y | +75.4% | +1.2% | +74.2% | +72.7% |
| All | +297.8% | +17.2% | +280.6% | +295.5% |
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