+97.3%
VTR vs MUB
+16.7%
+80.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +3.0% |
| 7D | -1.8% | -1.2% | -0.6% | +1.3% |
| 30D | +4.0% | -2.8% | +6.8% | +11.6% |
| 3M | +7.8% | -3.1% | +10.9% | +16.5% |
| 6M | +6.4% | -2.9% | +9.2% | +14.2% |
| YTD | +18.3% | -2.0% | +20.3% | +24.2% |
| 1Y | +33.9% | 0.0% | +34.0% | +33.3% |
| 3Y | +134.3% | +7.4% | +126.9% | +91.5% |
| 5Y | +90.3% | +0.8% | +89.5% | +87.3% |
| All | +97.3% | +16.7% | +80.6% | +66.5% |
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