+4.6%
MAMB vs VT
+81.3%
-76.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | +2.7% | -1.4% | +4.2% | +3.0% |
| 3M | 0.0% | -1.4% | +1.4% | +0.2% |
| 6M | -0.9% | +5.5% | -6.4% | -1.8% |
| YTD | +0.4% | +12.8% | -12.4% | -1.4% |
| 1Y | +1.4% | +15.4% | -14.0% | -0.8% |
| 3Y | +19.7% | +76.9% | -57.2% | +9.3% |
| 5Y | +1.9% | +60.4% | -58.5% | -6.3% |
| All | +4.6% | +81.3% | -76.7% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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