-99.8%
MBAI price history and return analytics
+229.8%
-329.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.8% |
| 7D | -1.5% | -1.1% | -0.4% | -0.7% |
| 30D | -28.0% | -1.0% | -27.0% | -27.5% |
| 3M | -33.3% | +3.2% | -36.4% | -34.8% |
| 6M | -47.8% | +12.5% | -60.2% | -52.1% |
| YTD | -43.6% | +14.1% | -57.6% | -48.7% |
| 1Y | +33.3% | +18.9% | +14.4% | +18.5% |
| 3Y | -74.4% | +74.1% | -148.4% | -82.5% |
| 5Y | -95.6% | +66.9% | -162.4% | -96.9% |
| All | -99.8% | +229.8% | -329.6% | -99.9% |
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