-98.4%
MBAI vs VT
+59.8%
-158.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.8% | +7.6% |
| 7D | +5.3% | -0.7% | +6.0% | +5.2% |
| 30D | -35.4% | -1.7% | -33.6% | -34.5% |
| 3M | -73.8% | -2.3% | -71.5% | -73.2% |
| 6M | -80.3% | +1.5% | -81.8% | -80.6% |
| YTD | -80.7% | +12.0% | -92.7% | -82.9% |
| 1Y | -79.8% | +12.9% | -92.7% | -82.2% |
| 3Y | -91.0% | +74.9% | -166.0% | -94.8% |
| 5Y | -98.4% | +59.9% | -158.3% | -98.8% |
| All | -98.4% | +59.8% | -158.1% | -98.8% |
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 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