+12.7%
MUB vs VLTO
+56.3%
-43.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.6% | +1.6% | -1.0% | +0.6% |
| 30D | +3.4% | +22.0% | -18.5% | +2.8% |
| 3M | -0.7% | +21.9% | -22.6% | -1.3% |
| 6M | -1.0% | +36.5% | -37.5% | -1.9% |
| YTD | 0.0% | +19.0% | -19.0% | -0.6% |
| 1Y | +0.4% | +21.0% | -20.6% | -0.3% |
| 3Y | +10.5% | +69.9% | -59.4% | +9.1% |
| All | +12.7% | +56.3% | -43.7% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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