-98.2%
MTNB vs VT
+58.5%
-156.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.1% |
| 7D | -20.9% | +2.9% | -23.7% | -25.6% |
| 30D | -63.3% | -2.5% | -60.8% | -61.7% |
| 3M | -74.5% | -3.3% | -71.2% | -72.9% |
| 6M | -89.6% | +1.5% | -91.2% | -90.0% |
| YTD | +56.7% | +11.4% | +45.3% | +23.4% |
| 1Y | -27.7% | +11.9% | -39.6% | -43.7% |
| 3Y | -91.4% | +73.9% | -165.3% | -96.3% |
| 5Y | -98.2% | +57.9% | -156.1% | -99.1% |
| All | -98.2% | +58.5% | -156.8% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling