+184.1%
VRTX vs MUB
+2.2%
+181.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | +0.8% | -0.9% | +1.7% | +1.6% |
| 30D | +12.6% | -1.4% | +14.1% | +14.1% |
| 3M | +23.6% | -2.2% | +25.8% | +26.1% |
| 6M | +14.3% | -1.9% | +16.2% | +16.3% |
| YTD | +20.5% | -0.8% | +21.2% | +21.5% |
| 1Y | +37.6% | +2.7% | +34.8% | +35.2% |
| 3Y | +55.5% | +8.6% | +47.0% | +48.2% |
| All | +184.1% | +2.2% | +181.9% | +156.8% |
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