+30.5%
MVBF vs VT
+21.4%
+9.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +1.1% | +1.0% | +0.1% | +0.8% |
| 30D | +2.6% | -0.2% | +2.9% | +2.7% |
| 3M | +11.3% | +4.5% | +6.7% | +9.3% |
| 6M | +22.2% | +14.1% | +8.1% | +13.8% |
| YTD | +20.6% | +14.8% | +5.8% | +12.9% |
| 1Y | +30.5% | +21.2% | +9.3% | +18.3% |
| All | +30.5% | +21.4% | +9.1% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling