+601.6%
VLO vs MUB
+2.2%
+599.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +5.8% | -0.3% | +6.1% | +5.6% |
| 30D | +28.3% | -1.5% | +29.9% | +27.0% |
| 3M | +48.7% | -1.9% | +50.7% | +46.9% |
| 6M | +71.9% | -1.7% | +73.6% | +70.5% |
| YTD | +138.7% | -0.8% | +139.4% | +137.5% |
| 1Y | +148.5% | +1.5% | +147.0% | +149.4% |
| 3Y | +192.7% | +8.8% | +183.9% | +201.4% |
| 5Y | +601.6% | +2.0% | +599.6% | +415.2% |
| All | +601.6% | +2.2% | +599.4% | +415.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling