-60.0%
MBUU vs VT
+66.2%
-126.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +1.9% | +0.4% | +1.5% | +1.3% |
| 30D | -4.8% | +1.0% | -5.8% | -6.0% |
| 3M | +3.0% | +2.4% | +0.6% | -0.3% |
| 6M | -0.2% | +12.0% | -12.2% | -14.2% |
| YTD | -1.2% | +15.3% | -16.5% | -18.0% |
| 1Y | -16.0% | +22.6% | -38.6% | -35.7% |
| 3Y | -44.4% | +74.7% | -119.0% | -72.5% |
| All | -60.0% | +66.2% | -126.2% | -78.4% |
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