+911.8%
VLO vs MUB
+16.7%
+895.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.2% |
| 7D | +4.0% | -1.2% | +5.2% | +5.2% |
| 30D | +19.0% | -2.8% | +21.8% | +22.1% |
| 3M | +50.0% | -3.1% | +53.0% | +54.2% |
| 6M | +79.1% | -2.9% | +82.0% | +83.6% |
| YTD | +140.3% | -2.0% | +142.3% | +143.9% |
| 1Y | +148.3% | 0.0% | +148.4% | +146.5% |
| 3Y | +194.6% | +7.4% | +187.2% | +166.4% |
| 5Y | +609.6% | +0.8% | +608.8% | +608.1% |
| All | +911.8% | +16.7% | +895.1% | +795.8% |
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