+112.2%
VSH vs MUB
+1.0%
+111.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +2.9% |
| 7D | +3.5% | -0.7% | +4.2% | +6.8% |
| 30D | -4.4% | -2.0% | -2.4% | +4.3% |
| 3M | -45.8% | -2.5% | -43.3% | -38.5% |
| 6M | +90.1% | -2.3% | +92.5% | +111.9% |
| YTD | +120.3% | -1.3% | +121.6% | +138.8% |
| 1Y | +112.2% | +1.1% | +111.1% | +124.8% |
| All | +112.2% | +1.0% | +111.2% | +124.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling