+16.9%
MBSD price history and return analytics
+219.2%
-202.4%
-14.4%
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% | 0.0% |
| 7D | -1.3% | +2.4% | -3.6% | -1.3% |
| 30D | +0.6% | -1.5% | +2.1% | +0.6% |
| 3M | -1.6% | -4.1% | +2.6% | -1.5% |
| 6M | -1.5% | +0.6% | -2.1% | -1.6% |
| YTD | -1.1% | +11.0% | -12.1% | -1.2% |
| 1Y | -0.3% | +13.3% | -13.7% | -0.5% |
| 3Y | +13.5% | +73.4% | -59.9% | +12.7% |
| 5Y | +1.9% | +57.4% | -55.5% | +0.8% |
| 10Y | +13.5% | +221.7% | -208.2% | +14.3% |
| All | +16.9% | +219.2% | -202.4% | +18.2% |
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