-100.0%
MBOT price history and return analytics
+357.6%
-457.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -3.1% |
| 7D | +5.8% | +0.4% | +5.4% | +5.5% |
| 30D | +2.8% | -2.6% | +5.4% | +5.2% |
| 3M | -41.8% | -3.2% | -38.6% | -40.1% |
| 6M | -48.4% | +0.9% | -49.3% | -48.6% |
| YTD | -45.0% | +11.3% | -56.3% | -49.4% |
| 1Y | -46.3% | +14.0% | -60.3% | -51.3% |
| 3Y | -20.3% | +75.8% | -96.1% | -47.0% |
| 5Y | -84.7% | +57.8% | -142.5% | -88.8% |
| 10Y | -99.0% | +219.8% | -318.8% | -99.5% |
| All | -100.0% | +357.6% | -457.6% | -100.0% |
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 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