-98.5%
MBAI price history and return analytics
+57.5%
-156.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -0.5% | -11.6% | -11.5% |
| 7D | -2.0% | -0.1% | -1.8% | -2.9% |
| 30D | -38.2% | -3.1% | -35.2% | -36.4% |
| 3M | -78.1% | -3.5% | -74.6% | -77.2% |
| 6M | -80.2% | +0.5% | -80.7% | -80.3% |
| YTD | -82.3% | +10.8% | -93.1% | -84.1% |
| 1Y | -83.0% | +11.9% | -94.9% | -84.9% |
| 3Y | -91.8% | +73.0% | -164.7% | -95.2% |
| 5Y | -98.5% | +58.6% | -157.1% | -98.9% |
| All | -98.5% | +57.5% | -156.0% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling