-3.7%
MBINN vs VT
+58.5%
-62.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -2.8% | +2.9% | -5.7% | -4.1% |
| 30D | -4.9% | -2.5% | -2.4% | -3.9% |
| 3M | -8.7% | -3.3% | -5.4% | -7.4% |
| 6M | -10.5% | +1.5% | -12.1% | -11.4% |
| YTD | +3.7% | +11.4% | -7.7% | -1.9% |
| 1Y | -2.3% | +11.9% | -14.2% | -7.8% |
| 3Y | +26.8% | +73.9% | -47.1% | -5.0% |
| 5Y | -3.7% | +57.9% | -61.6% | -30.3% |
| All | -3.7% | +58.5% | -62.3% | -30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling