+315.6%
MNSB vs VT
+374.2%
-58.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | +0.4% | +0.7% | +1.0% |
| 30D | +7.7% | +1.0% | +6.7% | +7.2% |
| 3M | +9.6% | +2.4% | +7.2% | +8.4% |
| 6M | +13.1% | +12.0% | +1.1% | +8.0% |
| YTD | +26.6% | +15.3% | +11.2% | +19.4% |
| 1Y | +16.1% | +22.6% | -6.4% | +7.0% |
| 3Y | +19.1% | +74.7% | -55.6% | -3.3% |
| 5Y | +17.4% | +66.1% | -48.7% | -3.7% |
| 10Y | +132.3% | +225.0% | -92.7% | +57.5% |
| All | +315.6% | +374.2% | -58.6% | +161.1% |
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