+8.6%
MBINL vs VT
+32.7%
-24.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +3.3% | -2.3% | +5.7% | +3.8% |
| 30D | 0.0% | -5.0% | +5.0% | +0.9% |
| 3M | -4.2% | -4.9% | +0.6% | -3.5% |
| 6M | -1.0% | -1.5% | +0.6% | -0.8% |
| YTD | +9.4% | +8.5% | +0.9% | +7.7% |
| 1Y | +8.9% | +11.4% | -2.5% | +6.6% |
| All | +8.6% | +32.7% | -24.1% | +2.7% |
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 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