-100.0%
MBAI price history and return analytics
+221.8%
-321.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -14.7% | +2.4% | -17.1% | -16.3% |
| 30D | -32.6% | -1.5% | -31.1% | -32.1% |
| 3M | -76.7% | -4.1% | -72.6% | -76.0% |
| 6M | -85.3% | +0.6% | -85.9% | -85.3% |
| YTD | -81.9% | +11.0% | -92.9% | -83.2% |
| 1Y | -82.6% | +13.3% | -96.0% | -84.1% |
| 3Y | -91.9% | +73.4% | -165.3% | -94.4% |
| 5Y | -98.4% | +57.4% | -155.9% | -98.9% |
| All | -100.0% | +221.8% | -321.7% | -100.0% |
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 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