-45.3%
MBOT vs VT
+10.5%
-55.8%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.4% |
| 7D | +1.8% | -2.3% | +4.2% | +6.0% |
| 30D | -0.9% | -5.0% | +4.1% | +8.0% |
| 3M | -38.3% | -4.9% | -33.5% | -33.0% |
| 6M | -49.3% | -1.5% | -47.8% | -48.3% |
| YTD | -44.5% | +8.5% | -53.0% | -54.8% |
| 1Y | -45.3% | +11.4% | -56.7% | -60.4% |
| All | -45.3% | +10.5% | -55.8% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling