+2.0%
MUB vs VSAT
+53.4%
-51.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | 0.0% |
| 7D | -0.3% | +17.3% | -17.6% | -0.4% |
| 30D | -1.5% | -3.3% | +1.7% | -1.5% |
| 3M | -1.9% | +18.7% | -20.7% | -2.1% |
| 6M | -1.7% | +77.6% | -79.3% | -2.1% |
| YTD | -0.8% | +125.6% | -126.4% | -1.4% |
| 1Y | +1.5% | +158.3% | -156.8% | +0.7% |
| 3Y | +8.8% | +226.1% | -217.4% | +7.3% |
| 5Y | +2.0% | +54.7% | -52.7% | +0.7% |
| All | +2.0% | +53.4% | -51.4% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling