+75.9%
MUB vs VO
+453.4%
-377.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.7% | -2.6% | +3.3% | +0.8% |
| 30D | +4.4% | -0.9% | +5.3% | +4.4% |
| 3M | -0.2% | -3.0% | +2.8% | -0.1% |
| 6M | -0.6% | +2.2% | -2.8% | -0.7% |
| YTD | +0.3% | +10.6% | -10.2% | 0.0% |
| 1Y | +0.8% | +12.5% | -11.7% | +0.3% |
| 3Y | +12.0% | +61.4% | -49.4% | +10.1% |
| 5Y | +3.4% | +33.4% | -30.0% | +2.1% |
| 10Y | +20.7% | +201.5% | -180.9% | +16.5% |
| All | +75.9% | +453.4% | -377.5% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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