+74.0%
VTI vs MUB
+0.7%
+73.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.1% |
| 7D | -2.0% | -1.2% | -0.8% | -0.8% |
| 30D | -1.9% | -2.8% | +0.8% | +0.8% |
| 3M | +4.5% | -3.1% | +7.6% | +7.8% |
| 6M | +12.6% | -2.9% | +15.5% | +15.9% |
| YTD | +12.0% | -2.0% | +14.0% | +14.4% |
| 1Y | +17.3% | 0.0% | +17.4% | +17.7% |
| 3Y | +75.3% | +7.4% | +67.9% | +62.9% |
| 5Y | +74.0% | +0.8% | +73.2% | +56.4% |
| All | +74.0% | +0.7% | +73.3% | +56.4% |
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