-99.9%
MBAI vs VT
+223.7%
-323.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.8% | -7.3% |
| 7D | +28.4% | +0.4% | +28.0% | +27.0% |
| 30D | -29.8% | -2.6% | -27.2% | -28.7% |
| 3M | -76.8% | -3.2% | -73.6% | -76.3% |
| 6M | -77.5% | +0.9% | -78.4% | -77.6% |
| YTD | -79.9% | +11.3% | -91.2% | -81.4% |
| 1Y | -80.3% | +14.0% | -94.3% | -82.1% |
| 3Y | -90.7% | +75.8% | -166.5% | -93.7% |
| 5Y | -98.4% | +57.8% | -156.2% | -98.8% |
| 10Y | -99.9% | +219.8% | -319.7% | -100.0% |
| All | -99.9% | +223.7% | -323.6% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling