-33.7%
MBC price history and return analytics
+90.3%
-124.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -2.0% |
| 7D | -11.7% | -0.7% | -11.0% | -10.8% |
| 30D | +3.1% | -1.7% | +4.9% | +5.6% |
| 3M | -28.1% | -2.3% | -25.8% | -25.7% |
| 6M | -8.7% | +1.5% | -10.2% | -10.2% |
| YTD | -39.9% | +12.0% | -52.0% | -48.6% |
| 1Y | -37.3% | +12.9% | -50.2% | -46.8% |
| 3Y | -46.1% | +74.9% | -121.1% | -74.7% |
| All | -33.7% | +90.3% | -124.0% | -72.2% |
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 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