+383.5%
VTR vs MUB
+76.5%
+307.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.4% |
| 7D | +0.2% | -1.3% | +1.5% | +1.8% |
| 30D | +5.5% | +2.2% | +3.3% | +2.6% |
| 3M | -0.9% | -1.6% | +0.7% | +1.1% |
| 6M | -0.4% | -1.3% | +0.9% | +1.1% |
| YTD | +17.0% | -0.7% | +17.7% | +17.9% |
| 1Y | +18.0% | -0.2% | +18.2% | +18.1% |
| 3Y | +127.4% | +9.6% | +117.7% | +102.0% |
| 5Y | +92.3% | +2.6% | +89.7% | +85.5% |
| 10Y | +129.6% | +21.5% | +108.1% | +103.6% |
| All | +383.5% | +76.5% | +307.0% | +312.8% |
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