-98.1%
MTNB vs VT
+224.6%
-322.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.9% |
| 7D | -3.9% | +0.4% | -4.2% | -4.3% |
| 30D | -56.8% | -2.6% | -54.2% | -55.3% |
| 3M | -70.8% | -3.2% | -67.6% | -69.4% |
| 6M | -87.0% | +0.9% | -88.0% | -87.2% |
| YTD | +111.6% | +11.3% | +100.3% | +84.5% |
| 1Y | -3.1% | +14.0% | -17.1% | -17.9% |
| 3Y | -89.8% | +75.8% | -165.6% | -94.3% |
| 5Y | -97.5% | +57.8% | -155.3% | -98.4% |
| 10Y | -98.4% | +219.8% | -318.2% | -99.3% |
| All | -98.1% | +224.6% | -322.7% | -99.3% |
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