+49.4%
MBCE price history and return analytics
+83.2%
-33.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | 0.0% |
| 7D | -1.3% | -1.1% | -0.2% | -0.2% |
| 30D | -5.1% | -1.0% | -4.2% | -4.1% |
| 3M | -4.2% | +3.2% | -7.3% | -6.7% |
| 6M | +3.3% | +12.5% | -9.2% | -7.7% |
| YTD | +1.1% | +14.1% | -13.0% | -11.0% |
| 1Y | +0.8% | +18.9% | -18.1% | -14.9% |
| 3Y | +35.5% | +74.1% | -38.6% | -22.6% |
| 5Y | +26.9% | +66.9% | -39.9% | -23.6% |
| All | +49.4% | +83.2% | -33.8% | -18.4% |
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