+1,270.4%
VRTX vs MUB
+76.3%
+1,194.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | +0.8% | -0.9% | +1.7% | +1.0% |
| 30D | +12.6% | -1.4% | +14.1% | +13.0% |
| 3M | +23.6% | -2.2% | +25.8% | +24.3% |
| 6M | +14.3% | -1.9% | +16.2% | +14.8% |
| YTD | +20.5% | -0.8% | +21.2% | +20.7% |
| 1Y | +37.6% | +2.7% | +34.8% | +36.9% |
| 3Y | +55.5% | +8.6% | +47.0% | +53.3% |
| 5Y | +175.7% | +2.0% | +173.7% | +173.6% |
| 10Y | +474.2% | +17.9% | +456.3% | +472.0% |
| All | +1,270.4% | +76.3% | +1,194.2% | +1,164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling