+117.1%
MBX vs VT
+35.7%
+81.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.7% | +5.6% |
| 7D | -8.1% | -2.3% | -5.8% | -4.6% |
| 30D | -5.8% | -5.0% | -0.9% | +2.3% |
| 3M | -23.5% | -4.9% | -18.6% | -17.1% |
| 6M | +59.9% | -1.5% | +61.4% | +63.3% |
| YTD | +62.8% | +8.5% | +54.3% | +40.4% |
| 1Y | +107.6% | +11.4% | +96.2% | +70.6% |
| All | +117.1% | +35.7% | +81.4% | +39.5% |
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 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