+221.0%
VT vs MUB
+22.1%
+198.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | -0.1% | +0.6% | -0.8% | -0.8% |
| 30D | -3.1% | +3.4% | -6.5% | -6.6% |
| 3M | -3.5% | -0.7% | -2.8% | -2.8% |
| 6M | +0.5% | -1.0% | +1.4% | +1.6% |
| YTD | +10.8% | 0.0% | +10.8% | +10.9% |
| 1Y | +11.9% | +0.4% | +11.5% | +11.6% |
| 3Y | +73.0% | +10.5% | +62.5% | +55.2% |
| 5Y | +58.6% | +3.1% | +55.5% | +53.1% |
| All | +221.0% | +22.1% | +198.9% | +207.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling