-29.0%
MBC price history and return analytics
+89.0%
-118.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +2.1% |
| 7D | -3.7% | +0.4% | -4.0% | -3.9% |
| 30D | +7.4% | -2.6% | +10.0% | +11.3% |
| 3M | -24.2% | -3.2% | -21.0% | -20.6% |
| 6M | -6.7% | +0.9% | -7.6% | -7.5% |
| YTD | -35.7% | +11.3% | -47.0% | -44.4% |
| 1Y | -35.4% | +14.0% | -49.4% | -46.0% |
| 3Y | -39.8% | +75.8% | -115.6% | -71.9% |
| All | -29.0% | +89.0% | -118.0% | -69.9% |
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 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