-50.0%
VTRS vs MUB
+17.2%
-67.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.5% |
| 7D | -2.2% | -0.8% | -1.4% | -1.6% |
| 30D | +3.3% | -2.4% | +5.7% | +5.1% |
| 3M | +2.0% | -2.8% | +4.8% | +4.1% |
| 6M | +19.9% | -2.2% | +22.2% | +21.9% |
| YTD | +35.7% | -1.6% | +37.3% | +37.4% |
| 1Y | +68.1% | 0.0% | +68.1% | +68.3% |
| 3Y | +87.1% | +7.9% | +79.2% | +78.6% |
| 5Y | +47.6% | +1.2% | +46.4% | +45.5% |
| All | -50.0% | +17.2% | -67.2% | -46.3% |
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