+145.4%
VLO vs MUB
+1.0%
+144.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | -0.2% |
| 7D | +6.2% | -0.7% | +7.0% | +3.6% |
| 30D | +23.5% | -2.0% | +25.5% | +15.2% |
| 3M | +53.9% | -2.5% | +56.4% | +40.2% |
| 6M | +81.7% | -2.3% | +84.0% | +69.8% |
| YTD | +142.5% | -1.3% | +143.8% | +129.8% |
| 1Y | +145.4% | +1.1% | +144.3% | +157.1% |
| All | +145.4% | +1.0% | +144.4% | +157.1% |
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