-71.5%
MBAI price history and return analytics
+76.6%
-148.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | -3.0% | +1.0% | -4.0% | -4.3% |
| 30D | -35.5% | -0.2% | -35.3% | -35.3% |
| 3M | -38.6% | +4.5% | -43.1% | -41.9% |
| 6M | -48.9% | +14.1% | -63.0% | -56.4% |
| YTD | -43.9% | +14.8% | -58.6% | -52.4% |
| 1Y | +33.7% | +21.2% | +12.5% | +8.5% |
| 3Y | -71.5% | +76.6% | -148.1% | -80.2% |
| All | -71.5% | +76.6% | -148.1% | -80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling