-100.0%
MBAI price history and return analytics
+222.7%
-322.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.1% |
| 7D | -14.0% | +2.9% | -16.9% | -16.0% |
| 30D | -31.9% | -2.5% | -29.4% | -30.8% |
| 3M | -76.5% | -3.3% | -73.2% | -75.9% |
| 6M | -82.3% | +1.5% | -83.9% | -82.5% |
| YTD | -81.6% | +11.4% | -92.9% | -82.9% |
| 1Y | -82.9% | +11.9% | -94.8% | -84.2% |
| 3Y | -91.4% | +73.9% | -165.3% | -94.2% |
| 5Y | -98.4% | +57.9% | -156.3% | -98.8% |
| All | -100.0% | +222.7% | -322.6% | -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