+901.5%
MBAI vs VT
+23.3%
+878.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | +0.4% | -1.7% | -1.1% |
| 30D | +400.0% | +1.0% | +399.0% | +377.2% |
| 3M | +333.3% | +2.4% | +331.0% | +297.0% |
| 6M | +246.7% | +12.0% | +234.7% | +155.5% |
| YTD | +301.2% | +15.3% | +285.9% | +148.1% |
| 1Y | +901.5% | +22.6% | +879.0% | +121.8% |
| All | +901.5% | +23.3% | +878.2% | +121.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling