+257.7%
MNSB vs VT
+357.6%
-99.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.6% | -1.9% |
| 7D | -0.7% | +0.4% | -1.0% | -0.9% |
| 30D | -11.1% | -2.6% | -8.5% | -10.3% |
| 3M | -9.1% | -3.2% | -5.9% | -8.1% |
| 6M | -6.4% | +0.9% | -7.4% | -7.1% |
| YTD | +9.0% | +11.3% | -2.4% | +4.1% |
| 1Y | +23.1% | +14.0% | +9.1% | +16.5% |
| 3Y | +15.2% | +75.8% | -60.7% | -6.7% |
| 5Y | -4.2% | +57.8% | -62.1% | -20.0% |
| 10Y | +94.9% | +219.8% | -124.9% | +33.3% |
| All | +257.7% | +357.6% | -99.9% | +127.5% |
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 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