-99.1%
MBRX vs VT
+53.2%
-152.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.1% | +7.3% | +11.9% |
| 7D | +0.1% | -4.2% | +4.3% | +9.0% |
| 30D | -2.1% | -5.8% | +3.7% | +11.9% |
| 3M | +11.9% | -5.2% | +17.2% | +24.0% |
| 6M | -82.5% | +0.1% | -82.6% | -83.1% |
| YTD | +163.7% | +8.2% | +155.5% | +114.9% |
| 1Y | -26.8% | +10.1% | -36.9% | -41.7% |
| 3Y | -95.4% | +69.7% | -165.1% | -97.5% |
| 5Y | -99.1% | +53.4% | -152.5% | -99.5% |
| All | -99.1% | +53.2% | -152.3% | -99.5% |
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