+194.6%
MSB vs VT
+345.0%
-150.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.7% |
| 7D | -9.0% | -4.2% | -4.8% | -4.2% |
| 30D | -11.5% | -5.8% | -5.7% | -5.1% |
| 3M | -28.4% | -5.2% | -23.1% | -23.8% |
| 6M | -41.1% | +0.1% | -41.2% | -41.5% |
| YTD | -56.4% | +8.2% | -64.6% | -60.5% |
| 1Y | -52.2% | +10.1% | -62.4% | -57.6% |
| 3Y | +12.2% | +69.7% | -57.5% | -41.0% |
| 5Y | +16.6% | +53.4% | -36.8% | -32.6% |
| 10Y | +423.1% | +219.2% | +203.9% | +24.7% |
| All | +194.6% | +345.0% | -150.4% | -50.8% |
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