+55.6%
VFC vs MUB
+0.1%
+55.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.0% | +3.2% |
| 7D | +21.5% | +0.6% | +20.9% | +19.5% |
| 30D | +46.7% | +3.2% | +43.5% | +34.0% |
| 3M | +38.4% | -1.1% | +39.4% | +49.2% |
| 6M | +15.2% | -1.1% | +16.3% | +25.3% |
| YTD | +17.8% | -0.5% | +18.3% | +33.4% |
| 1Y | +55.6% | 0.0% | +55.6% | +78.1% |
| All | +55.6% | +0.1% | +55.5% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling