-32.0%
VST vs MUB
+0.5%
-32.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.1% | +10.5% | +10.4% |
| 7D | -9.8% | +0.7% | -10.5% | -10.7% |
| 30D | -25.1% | +4.4% | -29.5% | -32.2% |
| 3M | -11.6% | -0.4% | -11.1% | -4.3% |
| 6M | -20.9% | -0.9% | -20.0% | -12.5% |
| YTD | -22.3% | +0.1% | -22.4% | -13.5% |
| 1Y | -32.0% | +0.5% | -32.5% | -25.0% |
| All | -32.0% | +0.5% | -32.5% | -25.0% |
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 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