-44.8%
MBUU vs VT
+76.6%
-121.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +0.9% | +0.1% |
| 7D | +11.1% | -0.3% | +11.4% | +11.5% |
| 30D | +8.6% | -1.4% | +10.1% | +10.9% |
| 3M | -15.4% | -1.4% | -14.0% | -13.5% |
| 6M | +3.3% | +5.5% | -2.2% | -4.6% |
| YTD | -12.3% | +12.8% | -25.1% | -26.8% |
| 1Y | -9.2% | +15.4% | -24.7% | -27.0% |
| All | -44.8% | +76.6% | -121.4% | -82.5% |
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 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