+567.3%
VRT vs MUB
+3.5%
+563.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | -21.4% | +0.7% | -22.1% | -21.8% |
| 30D | -25.8% | +4.4% | -30.2% | -28.5% |
| 3M | -33.5% | -0.2% | -33.4% | -33.3% |
| 6M | -49.0% | -0.6% | -48.4% | -48.6% |
| YTD | +12.9% | +0.3% | +12.6% | +13.2% |
| 1Y | 0.0% | +0.8% | -0.7% | 0.0% |
| 3Y | +361.8% | +12.0% | +349.8% | +306.4% |
| All | +567.3% | +3.5% | +563.8% | +495.8% |
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 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