-90.7%
MBAI vs VT
+74.1%
-164.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.8% | -8.5% |
| 7D | +28.4% | +0.4% | +28.0% | +25.9% |
| 30D | -29.8% | -2.6% | -27.2% | -27.9% |
| 3M | -76.8% | -3.2% | -73.6% | -75.9% |
| 6M | -77.5% | +0.9% | -78.4% | -77.8% |
| YTD | -79.9% | +11.3% | -91.2% | -82.4% |
| 1Y | -80.3% | +14.0% | -94.3% | -83.2% |
| 3Y | -90.7% | +75.8% | -166.5% | -93.6% |
| All | -90.7% | +74.1% | -164.8% | -93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling