+11.9%
MUB vs VLTO
+56.4%
-44.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -1.3% | +1.0% | -2.3% | -1.3% |
| 30D | +2.2% | +17.5% | -15.3% | +1.7% |
| 3M | -1.6% | +21.4% | -23.0% | -2.2% |
| 6M | -1.3% | +38.1% | -39.4% | -2.3% |
| YTD | -0.7% | +19.0% | -19.7% | -1.2% |
| 1Y | -0.2% | +20.7% | -20.9% | -0.8% |
| 3Y | +9.6% | +64.3% | -54.6% | +8.3% |
| All | +11.9% | +56.4% | -44.4% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling