-73.2%
MBUU vs VT
+53.2%
-126.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.1% | -12.5% | -10.9% |
| 7D | -12.2% | -4.2% | -8.0% | -6.1% |
| 30D | -9.3% | -5.8% | -3.5% | -0.9% |
| 3M | -29.5% | -5.2% | -24.3% | -23.4% |
| 6M | -17.4% | +0.1% | -17.6% | -16.5% |
| YTD | -26.8% | +8.2% | -35.1% | -33.3% |
| 1Y | -25.8% | +10.1% | -35.9% | -33.9% |
| 3Y | -55.8% | +69.7% | -125.4% | -76.9% |
| 5Y | -73.2% | +53.4% | -126.6% | -83.9% |
| All | -73.2% | +53.2% | -126.4% | -83.9% |
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