-98.4%
MBAI vs VT
+53.4%
-151.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | +28.2% | -2.3% | +30.5% | +30.5% |
| 30D | -24.9% | -5.0% | -20.0% | -20.7% |
| 3M | -75.9% | -4.9% | -71.0% | -74.6% |
| 6M | -75.9% | -1.5% | -74.4% | -75.4% |
| YTD | -78.7% | +8.5% | -87.2% | -80.5% |
| 1Y | -71.5% | +11.4% | -82.9% | -74.5% |
| 3Y | -90.7% | +70.1% | -160.8% | -94.5% |
| All | -98.4% | +53.4% | -151.8% | -98.7% |
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