+464.6%
VRTX vs MUB
+18.0%
+446.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -3.4% | -0.3% | -3.1% | -3.2% |
| 30D | +6.6% | -1.5% | +8.2% | +7.8% |
| 3M | +19.4% | -1.9% | +21.3% | +21.1% |
| 6M | +15.8% | -1.7% | +17.5% | +17.3% |
| YTD | +16.7% | -0.8% | +17.4% | +17.4% |
| 1Y | +33.8% | +1.5% | +32.3% | +32.7% |
| 3Y | +54.2% | +8.8% | +45.4% | +46.5% |
| 5Y | +176.4% | +2.0% | +174.4% | +172.5% |
| All | +464.6% | +18.0% | +446.6% | +392.8% |
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 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