+539.7%
VEEV vs MUB
+16.7%
+523.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.7% |
| 7D | -8.2% | -1.2% | -7.0% | -7.3% |
| 30D | +10.3% | -2.8% | +13.1% | +12.8% |
| 3M | +59.4% | -3.1% | +62.4% | +63.5% |
| 6M | +37.6% | -2.9% | +40.4% | +40.9% |
| YTD | +16.9% | -2.0% | +18.9% | +19.0% |
| 1Y | -5.0% | 0.0% | -4.9% | -4.8% |
| 3Y | +18.5% | +7.4% | +11.0% | +12.8% |
| 5Y | -13.8% | +0.8% | -14.6% | -16.8% |
| All | +539.7% | +16.7% | +523.0% | +691.2% |
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