+32.1%
MBI vs VT
+222.7%
-190.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.1% |
| 7D | -4.0% | -0.1% | -3.9% | -3.8% |
| 30D | -9.1% | -0.7% | -8.5% | -8.4% |
| 3M | -24.8% | +4.0% | -28.8% | -28.6% |
| 6M | -27.3% | +12.3% | -39.6% | -37.5% |
| YTD | -36.2% | +14.0% | -50.2% | -46.2% |
| 1Y | -39.6% | +20.3% | -59.9% | -52.3% |
| 3Y | +30.1% | +75.4% | -45.3% | -35.0% |
| 5Y | -1.4% | +66.0% | -67.3% | -46.5% |
| 10Y | +32.1% | +228.2% | -196.1% | -67.0% |
| All | +32.1% | +222.7% | -190.6% | -67.0% |
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