+12.1%
MBB price history and return analytics
+215.5%
-203.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | 0.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.2% |
| 30D | +3.2% | -5.0% | +8.1% | +3.5% |
| 3M | -0.2% | -4.9% | +4.6% | +0.1% |
| 6M | -1.1% | -1.5% | +0.5% | -1.0% |
| YTD | -0.1% | +8.5% | -8.6% | -0.7% |
| 1Y | +0.5% | +11.4% | -10.9% | -0.2% |
| 3Y | +17.5% | +70.1% | -52.6% | +13.4% |
| 5Y | +1.0% | +53.7% | -52.7% | -2.6% |
| All | +12.1% | +215.5% | -203.4% | +5.5% |
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