-20.3%
MBOT vs VT
+74.1%
-94.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -5.7% |
| 7D | +5.8% | +0.4% | +5.4% | +5.0% |
| 30D | +2.8% | -2.6% | +5.4% | +7.9% |
| 3M | -41.8% | -3.2% | -38.6% | -38.3% |
| 6M | -48.4% | +0.9% | -49.3% | -49.5% |
| YTD | -45.0% | +11.3% | -56.3% | -55.6% |
| 1Y | -46.3% | +14.0% | -60.3% | -58.4% |
| 3Y | -20.3% | +75.8% | -96.1% | -72.9% |
| All | -20.3% | +74.1% | -94.4% | -72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling