+908.1%
VLO vs MUB
+77.6%
+830.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -9.5% | +0.6% | -10.1% | -9.8% |
| 30D | -19.1% | +3.4% | -22.6% | -20.6% |
| 3M | +11.4% | -0.7% | +12.0% | +11.7% |
| 6M | +46.7% | -1.0% | +47.7% | +47.4% |
| YTD | +118.6% | 0.0% | +118.6% | +118.1% |
| 1Y | +99.9% | +0.4% | +99.5% | +99.0% |
| 3Y | +210.5% | +10.5% | +200.0% | +190.2% |
| 5Y | +432.7% | +3.1% | +429.6% | +421.5% |
| 10Y | +717.1% | +22.0% | +695.1% | +654.0% |
| All | +908.1% | +77.6% | +830.4% | +610.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling