+474.7%
VRTX vs MUB
+22.3%
+452.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.2% |
| 7D | 0.0% | -0.8% | +0.8% | +0.6% |
| 30D | +11.8% | +2.4% | +9.4% | +9.9% |
| 3M | +3.2% | -1.1% | +4.3% | +4.1% |
| 6M | +21.0% | -1.0% | +22.0% | +22.1% |
| YTD | +19.7% | -0.3% | +20.0% | +20.2% |
| 1Y | +25.0% | 0.0% | +25.0% | +25.2% |
| 3Y | +45.2% | +10.2% | +35.1% | +36.2% |
| 5Y | +189.7% | +2.9% | +186.8% | +184.0% |
| All | +474.7% | +22.3% | +452.4% | +403.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling