+14.3%
MBINN vs VT
+84.5%
-70.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | -0.4% | +1.0% | -1.4% | -0.9% |
| 3M | -0.8% | +2.4% | -3.2% | -1.9% |
| 6M | +0.3% | +12.0% | -11.8% | -4.9% |
| YTD | +13.3% | +15.3% | -2.0% | +5.9% |
| 1Y | +5.9% | +22.6% | -16.7% | -3.8% |
| 3Y | +33.6% | +74.7% | -41.1% | +1.4% |
| 5Y | +5.5% | +66.1% | -60.6% | -22.4% |
| All | +14.3% | +84.5% | -70.3% | -17.7% |
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