+385.8%
VTR vs MUB
+76.3%
+309.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.0% |
| 30D | -3.7% | -1.5% | -2.2% | -1.8% |
| 3M | +13.5% | -1.9% | +15.5% | +16.4% |
| 6M | +7.2% | -1.7% | +8.9% | +9.5% |
| YTD | +17.6% | -0.8% | +18.4% | +18.7% |
| 1Y | +35.4% | +1.5% | +33.9% | +32.7% |
| 3Y | +132.8% | +8.8% | +124.1% | +109.2% |
| 5Y | +88.7% | +2.0% | +86.7% | +83.4% |
| 10Y | +87.6% | +18.0% | +69.7% | +68.1% |
| All | +385.8% | +76.3% | +309.5% | +315.6% |
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 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