-28.9%
MVBF vs VT
+53.4%
-82.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +1.7% | -2.3% | +4.0% | +3.6% |
| 30D | -12.4% | -5.0% | -7.5% | -8.8% |
| 3M | -14.3% | -4.9% | -9.5% | -10.9% |
| 6M | +0.9% | -1.5% | +2.4% | +1.5% |
| YTD | +2.1% | +8.5% | -6.3% | -5.3% |
| 1Y | +0.1% | +11.4% | -11.3% | -9.4% |
| 3Y | +37.3% | +70.1% | -32.8% | -11.0% |
| All | -28.9% | +53.4% | -82.3% | -51.9% |
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