+769.3%
VST vs MUB
+2.2%
+767.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | -0.9% | +9.8% | +9.9% |
| 30D | +6.2% | -1.4% | +7.6% | +7.8% |
| 3M | -2.7% | -2.2% | -0.6% | -0.5% |
| 6M | -8.4% | -1.9% | -6.5% | -6.5% |
| YTD | -7.2% | -0.8% | -6.4% | -6.0% |
| 1Y | -20.9% | +2.7% | -23.6% | -22.0% |
| 3Y | +384.0% | +8.6% | +375.4% | +346.1% |
| All | +769.3% | +2.2% | +767.2% | +712.6% |
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