+144.4%
MBI price history and return analytics
+356.5%
-212.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +1.3% | +2.4% | -1.1% | -2.3% |
| 30D | +6.4% | -1.5% | +7.9% | +8.3% |
| 3M | -8.9% | -4.1% | -4.8% | -3.6% |
| 6M | -23.3% | +0.6% | -23.8% | -25.5% |
| YTD | -34.6% | +11.0% | -45.7% | -46.0% |
| 1Y | -38.7% | +13.3% | -52.1% | -51.0% |
| 3Y | +51.7% | +73.4% | -21.6% | -37.7% |
| 5Y | -21.9% | +57.4% | -79.3% | -62.6% |
| 10Y | +18.7% | +221.7% | -203.0% | -83.0% |
| All | +144.4% | +356.5% | -212.1% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling