-14.8%
VEEV vs MUB
+1.5%
-16.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.6% |
| 7D | -7.1% | -0.7% | -6.4% | -5.9% |
| 30D | +11.1% | -2.0% | +13.1% | +15.2% |
| 3M | +55.5% | -2.5% | +58.1% | +62.9% |
| 6M | +33.4% | -2.3% | +35.7% | +39.3% |
| YTD | +16.8% | -1.3% | +18.1% | +19.8% |
| 1Y | -7.7% | +1.1% | -8.9% | -9.4% |
| 3Y | +18.4% | +8.2% | +10.2% | +1.4% |
| 5Y | -14.8% | +1.5% | -16.3% | -26.4% |
| All | -14.8% | +1.5% | -16.3% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling