+76.4%
VXUS vs MUB
+8.6%
+67.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | -0.9% | +1.9% | +2.2% |
| 30D | +2.2% | -1.4% | +3.6% | +4.1% |
| 3M | +3.0% | -2.2% | +5.1% | +6.0% |
| 6M | +10.7% | -1.9% | +12.5% | +13.4% |
| YTD | +17.8% | -0.8% | +18.6% | +19.5% |
| 1Y | +27.6% | +2.7% | +24.8% | +25.0% |
| All | +76.4% | +8.6% | +67.8% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling