+3,310.4%
V vs MUB
+76.6%
+3,233.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | +13.6% | +4.4% | +9.2% | +11.4% |
| 3M | +14.3% | -0.2% | +14.5% | +14.4% |
| 6M | +33.1% | -0.6% | +33.7% | +33.5% |
| YTD | +21.2% | +0.3% | +20.9% | +21.0% |
| 1Y | +26.4% | +0.8% | +25.7% | +26.0% |
| 3Y | +77.6% | +12.0% | +65.6% | +68.4% |
| 5Y | +102.6% | +3.4% | +99.2% | +98.5% |
| 10Y | +464.4% | +20.7% | +443.7% | +435.5% |
| All | +3,310.4% | +76.6% | +3,233.8% | +2,716.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling