+3.9%
MB vs VT
+50.3%
-46.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.5% | +0.4% | -0.9% | -0.7% |
| 30D | +4.2% | +1.0% | +3.2% | +4.0% |
| 3M | -40.1% | +2.4% | -42.5% | -39.8% |
| 6M | -21.3% | +12.0% | -33.3% | -20.9% |
| YTD | -40.3% | +15.3% | -55.6% | -40.4% |
| 1Y | -60.8% | +22.6% | -83.4% | -62.3% |
| All | +3.9% | +50.3% | -46.4% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling