+23.3%
MUB vs VRSN
+291.7%
-268.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | -0.8% | +0.1% | -1.0% | -0.8% |
| 30D | +2.4% | +3.6% | -1.1% | +2.3% |
| 3M | -1.1% | +10.8% | -11.9% | -1.5% |
| 6M | -1.0% | +9.9% | -10.9% | -1.4% |
| YTD | -0.3% | +29.8% | -30.1% | -1.4% |
| 1Y | 0.0% | +26.3% | -26.3% | -1.0% |
| 3Y | +10.2% | +53.5% | -43.3% | +7.9% |
| 5Y | +2.9% | +34.8% | -31.9% | +1.0% |
| All | +23.3% | +291.7% | -268.4% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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