+16.8%
MUB vs VSAT
+3.1%
+13.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.8% |
| 7D | -1.2% | +3.4% | -4.7% | -1.3% |
| 30D | -2.8% | -12.2% | +9.5% | -2.6% |
| 3M | -3.1% | +20.6% | -23.7% | -3.4% |
| 6M | -2.9% | +60.2% | -63.0% | -3.7% |
| YTD | -2.0% | +115.3% | -117.3% | -3.3% |
| 1Y | 0.0% | +154.6% | -154.6% | -1.7% |
| 3Y | +7.4% | +211.2% | -203.7% | +4.3% |
| 5Y | +0.8% | +52.7% | -51.9% | -1.4% |
| All | +16.8% | +3.1% | +13.7% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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