+24.8%
MBCE vs VT
+69.7%
-45.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.6% |
| 7D | -7.3% | -2.3% | -5.0% | -4.6% |
| 30D | -17.1% | -5.0% | -12.1% | -12.0% |
| 3M | -13.2% | -4.9% | -8.3% | -7.9% |
| 6M | -13.2% | -1.5% | -11.6% | -10.5% |
| YTD | -9.7% | +8.5% | -18.2% | -15.0% |
| 1Y | -8.3% | +11.4% | -19.7% | -15.9% |
| 3Y | +24.8% | +70.1% | -45.3% | -21.2% |
| All | +24.8% | +69.7% | -45.0% | -21.2% |
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