+897.3%
VST vs MUB
+19.5%
+877.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.5% |
| 7D | -19.9% | +0.9% | -20.8% | -20.6% |
| 30D | -29.7% | +3.8% | -33.4% | -31.9% |
| 3M | -19.6% | -0.7% | -18.9% | -19.1% |
| 6M | -29.4% | -0.8% | -28.6% | -28.9% |
| YTD | -29.7% | 0.0% | -29.7% | -29.5% |
| 1Y | -40.0% | +0.6% | -40.7% | -40.2% |
| 3Y | +231.0% | +11.4% | +219.6% | +202.3% |
| 5Y | +500.1% | +3.1% | +497.0% | +480.8% |
| 10Y | +1,004.2% | +20.2% | +984.0% | +922.3% |
| All | +897.3% | +19.5% | +877.9% | +793.3% |
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