-8.8%
MB price history and return analytics
+45.1%
-53.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.2% |
| 7D | -3.1% | +0.4% | -3.5% | -2.8% |
| 30D | +2.2% | -2.6% | +4.8% | +4.1% |
| 3M | -58.1% | -3.2% | -54.8% | -57.1% |
| 6M | -50.6% | +0.9% | -51.5% | -49.2% |
| YTD | -47.5% | +11.3% | -58.9% | -46.4% |
| 1Y | -54.9% | +14.0% | -68.9% | -54.2% |
| All | -8.8% | +45.1% | -53.9% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling