+66.7%
VSH vs MUB
+2.2%
+64.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +6.2% | -0.3% | +6.5% | +6.8% |
| 30D | -11.1% | -1.5% | -9.6% | -8.7% |
| 3M | -44.9% | -1.9% | -43.0% | -42.9% |
| 6M | +90.0% | -1.7% | +91.7% | +96.5% |
| YTD | +118.8% | -0.8% | +119.6% | +123.2% |
| 1Y | +109.0% | +1.5% | +107.5% | +106.3% |
| 3Y | +35.6% | +8.8% | +26.9% | +22.2% |
| 5Y | +66.7% | +2.0% | +64.7% | +29.0% |
| All | +66.7% | +2.2% | +64.5% | +29.0% |
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