+428.5%
MBIN vs VT
+161.0%
+267.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.5% |
| 7D | +1.4% | +0.4% | +1.1% | +1.0% |
| 30D | +9.2% | -2.6% | +11.8% | +12.0% |
| 3M | -1.3% | -3.2% | +1.9% | +1.8% |
| 6M | +15.8% | +0.9% | +14.8% | +13.7% |
| YTD | +57.9% | +11.3% | +46.6% | +39.2% |
| 1Y | +71.1% | +14.0% | +57.1% | +46.9% |
| 3Y | +74.9% | +75.8% | -0.9% | -5.3% |
| 5Y | +78.6% | +57.8% | +20.7% | +8.7% |
| All | +428.5% | +161.0% | +267.6% | +95.1% |
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