+402.8%
VUG vs MUB
+21.8%
+381.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.5% |
| 7D | +2.5% | -1.3% | +3.8% | +3.9% |
| 30D | -6.3% | +2.2% | -8.5% | -8.5% |
| 3M | -6.0% | -1.6% | -4.4% | -4.4% |
| 6M | -3.5% | -1.3% | -2.3% | -2.1% |
| YTD | +3.9% | -0.7% | +4.6% | +4.8% |
| 1Y | +5.1% | -0.2% | +5.3% | +5.4% |
| 3Y | +77.9% | +9.6% | +68.2% | +60.2% |
| 5Y | +62.4% | +2.6% | +59.9% | +56.8% |
| All | +402.8% | +21.8% | +381.0% | +382.8% |
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