+160.2%
VXUS vs MUB
+58.8%
+101.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -1.8% | +0.7% | -2.5% | -2.2% |
| 30D | -4.6% | +4.4% | -8.9% | -7.4% |
| 3M | -6.1% | -0.2% | -5.9% | -6.0% |
| 6M | -4.9% | -0.6% | -4.3% | -4.5% |
| YTD | +8.1% | +0.3% | +7.7% | +7.9% |
| 1Y | +12.1% | +0.8% | +11.3% | +11.7% |
| 3Y | +63.9% | +12.0% | +51.9% | +52.8% |
| 5Y | +43.1% | +3.4% | +39.7% | +39.2% |
| 10Y | +139.2% | +20.7% | +118.6% | +129.3% |
| All | +160.2% | +58.8% | +101.4% | +152.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling