-98.1%
MTNB vs VT
+223.1%
-321.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +7.9% | -0.1% | +8.0% | +8.1% |
| 30D | -57.1% | -3.1% | -54.1% | -55.4% |
| 3M | -69.5% | -3.5% | -66.0% | -68.0% |
| 6M | -87.1% | +0.5% | -87.6% | -87.2% |
| YTD | +109.9% | +10.8% | +99.1% | +84.1% |
| 1Y | +5.1% | +11.9% | -6.8% | -9.0% |
| 3Y | -88.5% | +73.0% | -161.4% | -93.5% |
| 5Y | -97.6% | +58.6% | -156.2% | -98.5% |
| 10Y | -98.5% | +219.2% | -317.6% | -99.4% |
| All | -98.1% | +223.1% | -321.2% | -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