+58.1%
VUG vs MUB
+3.3%
+54.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -3.4% | +0.7% | -4.1% | -4.2% |
| 30D | -11.1% | +4.4% | -15.5% | -15.3% |
| 3M | -7.2% | -0.2% | -7.1% | -6.9% |
| 6M | -4.1% | -0.6% | -3.5% | -3.3% |
| YTD | +1.4% | +0.3% | +1.0% | +1.3% |
| 1Y | +1.9% | +0.8% | +1.1% | +1.3% |
| 3Y | +77.7% | +12.0% | +65.7% | +52.8% |
| All | +58.1% | +3.3% | +54.8% | +38.6% |
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