+161.0%
MBX vs VT
+44.3%
+116.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.0% | +0.4% | -2.5% | -2.7% |
| 30D | -8.5% | +1.0% | -9.5% | -9.9% |
| 3M | +99.7% | +2.4% | +97.3% | +91.5% |
| 6M | +97.1% | +12.0% | +85.1% | +63.8% |
| YTD | +95.7% | +15.3% | +80.4% | +53.0% |
| 1Y | +377.7% | +22.6% | +355.1% | +235.0% |
| All | +161.0% | +44.3% | +116.7% | +52.0% |
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