+640.3%
VEEV vs MUB
+39.8%
+600.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -0.6% | -0.9% | +0.3% | -0.1% |
| 30D | +28.8% | -1.4% | +30.3% | +29.9% |
| 3M | +54.0% | -2.2% | +56.2% | +55.9% |
| 6M | +46.0% | -1.9% | +47.8% | +47.6% |
| YTD | +23.2% | -0.8% | +24.0% | +23.9% |
| 1Y | +1.9% | +2.7% | -0.9% | +0.6% |
| 3Y | +27.0% | +8.6% | +18.4% | +22.4% |
| 5Y | -13.4% | +2.0% | -15.4% | -17.0% |
| 10Y | +575.2% | +17.9% | +557.3% | +654.8% |
| All | +640.3% | +39.8% | +600.5% | +986.6% |
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