+2.0%
MUB vs VRSN
+30.0%
-28.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.1% |
| 7D | -0.3% | -2.1% | +1.8% | -0.2% |
| 30D | -1.5% | -3.9% | +2.4% | -1.5% |
| 3M | -1.9% | -0.1% | -1.8% | -2.0% |
| 6M | -1.7% | +16.4% | -18.1% | -2.2% |
| YTD | -0.8% | +17.2% | -18.0% | -1.3% |
| 1Y | +1.5% | +1.0% | +0.5% | +1.4% |
| 3Y | +8.8% | +39.1% | -30.3% | +7.4% |
| 5Y | +2.0% | +29.0% | -27.0% | +0.3% |
| All | +2.0% | +30.0% | -28.0% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling