+31.0%
MBAI price history and return analytics
+18.7%
+12.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +4.9% |
| 7D | +1.5% | -2.0% | +3.5% | +6.7% |
| 30D | -21.1% | -1.4% | -19.7% | -18.4% |
| 3M | -29.1% | +4.7% | -33.8% | -37.6% |
| 6M | -46.4% | +11.4% | -57.8% | -59.7% |
| YTD | -41.8% | +13.1% | -54.9% | -61.0% |
| 1Y | +31.0% | +19.0% | +11.9% | -53.6% |
| All | +31.0% | +18.7% | +12.2% | -53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling