-10.7%
MB price history and return analytics
+41.1%
-51.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.1% | -7.7% | -8.9% |
| 7D | -3.7% | -4.2% | +0.5% | -0.6% |
| 30D | -5.2% | -5.8% | +0.6% | -1.3% |
| 3M | -10.5% | -5.2% | -5.3% | -6.8% |
| 6M | -58.9% | +0.1% | -59.1% | -56.9% |
| YTD | -48.7% | +8.2% | -56.9% | -46.5% |
| 1Y | -57.4% | +10.1% | -67.6% | -55.8% |
| All | -10.7% | +41.1% | -51.8% | -14.0% |
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