+420.2%
MBIN vs VT
+170.4%
+249.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +0.4% | -1.8% | -1.8% |
| 30D | -5.2% | +1.0% | -6.1% | -6.2% |
| 3M | +10.7% | +2.4% | +8.3% | +7.4% |
| 6M | +24.6% | +12.0% | +12.6% | +9.6% |
| YTD | +55.4% | +15.3% | +40.1% | +32.4% |
| 1Y | +61.5% | +22.6% | +39.0% | +28.7% |
| 3Y | +83.7% | +74.7% | +9.0% | +0.6% |
| 5Y | +128.8% | +66.1% | +62.6% | +32.1% |
| All | +420.2% | +170.4% | +249.8% | +85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling