+111.1%
VSH vs MUB
+21.8%
+89.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.9% | -3.6% |
| 7D | +14.3% | -1.3% | +15.6% | +16.8% |
| 30D | -7.9% | +2.2% | -10.0% | -11.3% |
| 3M | -19.9% | -1.6% | -18.2% | -17.8% |
| 6M | -30.5% | -1.3% | -29.2% | -28.9% |
| YTD | +85.7% | -0.7% | +86.3% | +88.3% |
| 1Y | +98.9% | -0.2% | +99.1% | +100.3% |
| 3Y | +32.1% | +9.6% | +22.5% | +15.1% |
| 5Y | +39.7% | +2.6% | +37.1% | +34.9% |
| All | +111.1% | +21.8% | +89.3% | +111.7% |
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