+608.4%
VST vs MUB
+2.5%
+605.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | +6.6% | -1.3% | +7.8% | +7.7% |
| 30D | -12.4% | +2.2% | -14.5% | -14.3% |
| 3M | -9.0% | -1.6% | -7.4% | -7.4% |
| 6M | -6.4% | -1.3% | -5.2% | -5.1% |
| YTD | -17.2% | -0.7% | -16.5% | -16.2% |
| 1Y | -22.0% | -0.2% | -21.8% | -21.3% |
| 3Y | +296.7% | +9.6% | +287.0% | +263.4% |
| All | +608.4% | +2.5% | +605.9% | +526.0% |
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