-37.7%
MBC price history and return analytics
+12.5%
-50.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.6% |
| 7D | -3.3% | -0.1% | -3.2% | -2.9% |
| 30D | +0.8% | -3.1% | +3.8% | +4.8% |
| 3M | -26.5% | -3.5% | -23.0% | -23.0% |
| 6M | -12.5% | +0.5% | -12.9% | -12.6% |
| YTD | -39.7% | +10.8% | -50.5% | -47.7% |
| 1Y | -37.7% | +11.9% | -49.6% | -47.0% |
| All | -37.7% | +12.5% | -50.2% | -47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling