+15.2%
MNSB vs VT
+74.1%
-58.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.6% | -2.9% |
| 7D | -0.7% | +0.4% | -1.0% | -1.1% |
| 30D | -11.1% | -2.6% | -8.5% | -9.5% |
| 3M | -9.1% | -3.2% | -5.9% | -7.1% |
| 6M | -6.4% | +0.9% | -7.4% | -8.1% |
| YTD | +9.0% | +11.3% | -2.4% | -2.6% |
| 1Y | +23.1% | +14.0% | +9.1% | +7.3% |
| 3Y | +15.2% | +75.8% | -60.7% | -52.0% |
| All | +15.2% | +74.1% | -58.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling