+454.5%
V vs MUB
+21.7%
+432.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +0.6% | +0.6% | 0.0% | 0.0% |
| 30D | +9.7% | +3.4% | +6.3% | +6.2% |
| 3M | +17.3% | -0.7% | +18.0% | +18.1% |
| 6M | +33.2% | -1.0% | +34.2% | +34.5% |
| YTD | +21.3% | 0.0% | +21.3% | +21.3% |
| 1Y | +27.3% | +0.4% | +27.0% | +26.8% |
| 3Y | +76.1% | +10.5% | +65.6% | +58.3% |
| 5Y | +103.5% | +3.1% | +100.4% | +97.1% |
| 10Y | +454.5% | +22.0% | +432.4% | +397.5% |
| All | +454.5% | +21.7% | +432.8% | +397.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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