-39.1%
MBC price history and return analytics
+21.4%
-60.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.5% |
| 7D | +2.5% | +1.0% | +1.5% | +1.4% |
| 30D | -12.9% | -0.2% | -12.7% | -12.6% |
| 3M | -4.9% | +4.5% | -9.4% | -8.8% |
| 6M | -8.8% | +14.1% | -22.9% | -21.3% |
| YTD | -26.1% | +14.8% | -40.8% | -36.5% |
| 1Y | -39.1% | +21.2% | -60.3% | -53.3% |
| All | -39.1% | +21.4% | -60.5% | -53.3% |
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