+121.9%
MBX vs VT
+41.2%
+80.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -7.3% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -10.4% | -1.4% | -8.9% | -8.3% |
| 3M | -25.8% | -1.4% | -24.4% | -24.2% |
| 6M | +78.3% | +5.5% | +72.8% | +62.8% |
| YTD | +66.4% | +12.8% | +53.6% | +34.6% |
| 1Y | +154.5% | +15.4% | +139.1% | +97.2% |
| All | +121.9% | +41.2% | +80.7% | +33.7% |
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