+95.1%
MBWM vs VT
+53.2%
+41.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +1.1% |
| 7D | -0.6% | -4.2% | +3.5% | +2.7% |
| 30D | +2.4% | -5.8% | +8.2% | +7.3% |
| 3M | -2.1% | -5.2% | +3.1% | +1.9% |
| 6M | +17.5% | +0.1% | +17.4% | +16.6% |
| YTD | +28.0% | +8.2% | +19.8% | +18.5% |
| 1Y | +36.5% | +10.1% | +26.4% | +24.4% |
| 3Y | +91.6% | +69.7% | +22.0% | +24.8% |
| 5Y | +95.1% | +53.4% | +41.7% | +35.1% |
| All | +95.1% | +53.2% | +41.9% | +35.1% |
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