+99.9%
VLO vs MUB
+0.4%
+99.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -2.5% |
| 7D | -9.5% | +0.6% | -10.1% | -8.4% |
| 30D | -19.1% | +3.4% | -22.6% | -13.9% |
| 3M | +11.4% | -0.7% | +12.0% | +4.1% |
| 6M | +46.7% | -1.0% | +47.7% | +36.3% |
| YTD | +118.6% | 0.0% | +118.6% | +101.1% |
| 1Y | +99.9% | +0.4% | +99.5% | +84.2% |
| All | +99.9% | +0.4% | +99.4% | +84.2% |
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 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