-84.7%
MBOT vs VT
+57.4%
-142.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -4.9% |
| 7D | +5.8% | +0.4% | +5.4% | +5.2% |
| 30D | +2.8% | -2.6% | +5.4% | +7.1% |
| 3M | -41.8% | -3.2% | -38.6% | -38.9% |
| 6M | -48.4% | +0.9% | -49.3% | -49.2% |
| YTD | -45.0% | +11.3% | -56.3% | -53.5% |
| 1Y | -46.3% | +14.0% | -60.3% | -55.9% |
| 3Y | -20.3% | +75.8% | -96.1% | -63.1% |
| 5Y | -84.7% | +57.8% | -142.5% | -90.0% |
| All | -84.7% | +57.4% | -142.1% | -90.0% |
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