+377.4%
VT vs MUB
+74.8%
+302.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | -0.9% | +1.3% | +1.0% |
| 30D | +1.0% | -1.4% | +2.4% | +1.9% |
| 3M | +2.4% | -2.2% | +4.5% | +3.8% |
| 6M | +12.0% | -1.9% | +13.9% | +13.4% |
| YTD | +15.3% | -0.8% | +16.1% | +16.0% |
| 1Y | +22.6% | +2.7% | +19.8% | +20.8% |
| 3Y | +74.7% | +8.6% | +66.1% | +66.6% |
| 5Y | +66.1% | +2.0% | +64.1% | +63.5% |
| 10Y | +225.0% | +17.9% | +207.1% | +205.2% |
| All | +377.4% | +74.8% | +302.6% | +260.2% |
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