+59.9%
VZ vs MUB
+17.9%
+42.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.1% | -0.9% | +0.9% | +0.6% |
| 30D | +7.9% | -1.4% | +9.3% | +8.8% |
| 3M | +13.6% | -2.2% | +15.8% | +15.1% |
| 6M | +1.1% | -1.9% | +3.0% | +2.2% |
| YTD | +29.3% | -0.8% | +30.1% | +29.8% |
| 1Y | +21.2% | +2.7% | +18.5% | +19.2% |
| 3Y | +75.9% | +8.6% | +67.3% | +67.1% |
| 5Y | +24.1% | +2.0% | +22.0% | +21.9% |
| All | +59.9% | +17.9% | +42.0% | +55.1% |
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