+9.6%
MUB vs VSAT
+252.2%
-242.5%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.6% | -0.3% |
| 7D | -1.3% | +5.9% | -7.2% | -1.3% |
| 30D | +2.2% | +9.7% | -7.5% | +2.1% |
| 3M | -1.6% | -18.3% | +16.7% | -1.5% |
| 6M | -1.3% | -4.1% | +2.8% | -1.4% |
| YTD | -0.7% | +96.5% | -97.2% | -1.1% |
| 1Y | -0.2% | +89.3% | -89.5% | -0.7% |
| 3Y | +9.6% | +270.1% | -260.4% | +8.0% |
| All | +9.6% | +252.2% | -242.5% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling