-99.9%
MBRX vs VT
+215.5%
-315.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.7% |
| 7D | +10.1% | -2.3% | +12.4% | +13.6% |
| 30D | -0.9% | -5.0% | +4.0% | +7.9% |
| 3M | +13.0% | -4.9% | +17.9% | +21.3% |
| 6M | -82.5% | -1.5% | -80.9% | -82.3% |
| YTD | +162.8% | +8.5% | +154.4% | +129.1% |
| 1Y | -23.9% | +11.4% | -35.2% | -35.9% |
| 3Y | -96.1% | +70.1% | -166.1% | -97.8% |
| 5Y | -99.1% | +53.7% | -152.8% | -99.5% |
| All | -99.9% | +215.5% | -315.4% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling