+1,324.7%
MBWM vs VT
+374.2%
+950.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.9% | +0.4% | +3.4% | +3.6% |
| 30D | +0.9% | +1.0% | -0.1% | +0.3% |
| 3M | +19.7% | +2.4% | +17.3% | +17.7% |
| 6M | +20.5% | +12.0% | +8.5% | +11.9% |
| YTD | +32.0% | +15.3% | +16.7% | +20.2% |
| 1Y | +31.3% | +22.6% | +8.7% | +15.0% |
| 3Y | +100.2% | +74.7% | +25.5% | +42.5% |
| 5Y | +140.0% | +66.1% | +73.8% | +75.2% |
| 10Y | +239.0% | +225.0% | +14.0% | +80.4% |
| All | +1,324.7% | +374.2% | +950.5% | +887.9% |
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 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