+1,216.9%
VST vs MUB
+18.6%
+1,198.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | -0.9% | +9.8% | +9.7% |
| 30D | +6.2% | -1.4% | +7.6% | +7.5% |
| 3M | -2.7% | -2.2% | -0.6% | -0.9% |
| 6M | -8.4% | -1.9% | -6.5% | -6.7% |
| YTD | -7.2% | -0.8% | -6.4% | -6.3% |
| 1Y | -20.9% | +2.7% | -23.6% | -22.3% |
| 3Y | +384.0% | +8.6% | +375.4% | +351.6% |
| 5Y | +757.1% | +2.0% | +755.0% | +736.7% |
| All | +1,216.9% | +18.6% | +1,198.3% | +1,087.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling