-54.9%
MBUU vs VT
+69.7%
-124.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.4% |
| 7D | -15.1% | -2.3% | -12.8% | -11.0% |
| 30D | -10.5% | -5.0% | -5.5% | -2.3% |
| 3M | -29.3% | -4.9% | -24.4% | -22.9% |
| 6M | -21.3% | -1.5% | -19.8% | -18.4% |
| YTD | -28.3% | +8.5% | -36.8% | -35.8% |
| 1Y | -24.9% | +11.4% | -36.3% | -35.5% |
| 3Y | -54.9% | +70.1% | -125.0% | -84.6% |
| All | -54.9% | +69.7% | -124.7% | -84.6% |
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