+16.3%
MBUU vs VT
+251.2%
-234.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.1% | -12.5% | -11.6% |
| 7D | -12.2% | -4.2% | -8.0% | -6.8% |
| 30D | -9.3% | -5.8% | -3.5% | -1.8% |
| 3M | -29.5% | -5.2% | -24.3% | -24.1% |
| 6M | -17.4% | +0.1% | -17.6% | -16.6% |
| YTD | -26.8% | +8.2% | -35.1% | -32.6% |
| 1Y | -25.8% | +10.1% | -35.9% | -33.1% |
| 3Y | -55.8% | +69.7% | -125.4% | -75.5% |
| 5Y | -73.2% | +53.4% | -126.6% | -83.1% |
| 10Y | +32.1% | +219.2% | -187.1% | -58.6% |
| All | +16.3% | +251.2% | -234.9% | -63.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling