+79.3%
MBOX price history and return analytics
+57.4%
+21.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.6% |
| 7D | -0.6% | +0.4% | -1.0% | -0.9% |
| 30D | +3.7% | -2.6% | +6.3% | +5.6% |
| 3M | +0.9% | -3.2% | +4.2% | +3.3% |
| 6M | +10.5% | +0.9% | +9.6% | +9.2% |
| YTD | +23.5% | +11.3% | +12.1% | +12.8% |
| 1Y | +26.0% | +14.0% | +12.0% | +12.9% |
| 3Y | +75.1% | +75.8% | -0.8% | +11.8% |
| 5Y | +79.3% | +57.8% | +21.5% | +20.6% |
| All | +79.3% | +57.4% | +21.9% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling