+132.4%
MBX vs VT
+11.9%
+120.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +3.0% |
| 7D | +8.9% | +2.4% | +6.6% | +5.7% |
| 30D | +14.6% | -1.5% | +16.1% | +17.3% |
| 3M | -16.6% | -4.1% | -12.5% | -11.6% |
| 6M | +49.2% | +0.6% | +48.6% | +47.1% |
| YTD | +77.4% | +11.0% | +66.3% | +48.9% |
| 1Y | +132.4% | +13.3% | +119.1% | +86.5% |
| All | +132.4% | +11.9% | +120.5% | +86.5% |
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