+20.2%
VZ vs MUB
+3.2%
+17.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +2.1% | +0.7% | +1.4% | +1.7% |
| 30D | +1.4% | +4.4% | -3.0% | -1.2% |
| 3M | -1.3% | -0.4% | -0.8% | -0.9% |
| 6M | -0.5% | -0.9% | +0.4% | +0.1% |
| YTD | +19.6% | +0.1% | +19.6% | +19.6% |
| 1Y | +22.4% | +0.5% | +21.9% | +22.0% |
| 3Y | +55.9% | +11.7% | +44.2% | +44.5% |
| All | +20.2% | +3.2% | +17.0% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling