+416.7%
MSB vs VT
+214.8%
+201.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -2.2% |
| 7D | -9.0% | -4.2% | -4.8% | -4.7% |
| 30D | -11.5% | -5.8% | -5.7% | -5.7% |
| 3M | -28.4% | -5.2% | -23.1% | -24.2% |
| 6M | -41.1% | +0.1% | -41.2% | -41.4% |
| YTD | -56.4% | +8.2% | -64.6% | -60.0% |
| 1Y | -52.2% | +10.1% | -62.4% | -57.1% |
| 3Y | +12.2% | +69.7% | -57.5% | -37.1% |
| 5Y | +16.6% | +53.4% | -36.8% | -27.0% |
| All | +416.7% | +214.8% | +201.9% | +41.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling