+114.9%
MBX vs VT
+10.7%
+104.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.1% | -3.6% | -2.6% |
| 7D | -11.1% | -4.2% | -7.0% | -6.3% |
| 30D | -14.9% | -5.8% | -9.1% | -8.2% |
| 3M | -28.2% | -5.2% | -22.9% | -23.0% |
| 6M | +63.7% | +0.1% | +63.6% | +63.2% |
| YTD | +53.6% | +8.2% | +45.4% | +38.4% |
| 1Y | +114.9% | +10.1% | +104.8% | +89.1% |
| All | +114.9% | +10.7% | +104.2% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling