+1,024.4%
VRT vs MUB
+2.2%
+1,022.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +13.6% | -0.3% | +13.9% | +13.9% |
| 30D | +6.8% | -1.5% | +8.3% | +8.1% |
| 3M | -3.2% | -1.9% | -1.3% | -1.6% |
| 6M | +20.3% | -1.7% | +22.0% | +22.1% |
| YTD | +79.6% | -0.8% | +80.4% | +81.2% |
| 1Y | +139.0% | +1.5% | +137.5% | +137.4% |
| 3Y | +644.6% | +8.8% | +635.8% | +577.4% |
| 5Y | +1,024.4% | +2.0% | +1,022.4% | +951.5% |
| All | +1,024.4% | +2.2% | +1,022.1% | +951.5% |
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