+474.5%
VRTX vs MUB
+21.7%
+452.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +7.4% | +3.4% | +4.0% | +4.8% |
| 3M | +4.6% | -0.7% | +5.3% | +5.2% |
| 6M | +27.5% | -1.0% | +28.4% | +28.5% |
| YTD | +20.9% | 0.0% | +20.9% | +21.1% |
| 1Y | +30.1% | +0.4% | +29.7% | +30.0% |
| 3Y | +46.6% | +10.5% | +36.1% | +37.4% |
| 5Y | +191.6% | +3.1% | +188.5% | +185.5% |
| 10Y | +474.5% | +22.0% | +452.5% | +417.9% |
| All | +474.5% | +21.7% | +452.9% | +417.9% |
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