+1.9%
MBND vs VT
+86.7%
-84.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.6% | +0.4% | -1.0% | -0.6% |
| 30D | -1.1% | +1.0% | -2.0% | -1.1% |
| 3M | -1.8% | +2.4% | -4.1% | -1.9% |
| 6M | -1.8% | +12.0% | -13.8% | -2.3% |
| YTD | -0.6% | +15.3% | -15.9% | -1.1% |
| 1Y | +2.1% | +22.6% | -20.4% | +1.3% |
| 3Y | +9.6% | +74.7% | -65.0% | +7.0% |
| 5Y | +1.0% | +66.1% | -65.1% | -1.6% |
| All | +1.9% | +86.7% | -84.8% | -1.3% |
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 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