+75.0%
MBUU price history and return analytics
+221.4%
-146.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.0% |
| 7D | +0.7% | +1.0% | -0.3% | -0.6% |
| 30D | -8.0% | -0.2% | -7.8% | -7.7% |
| 3M | -1.9% | +4.5% | -6.5% | -7.4% |
| 6M | +3.1% | +14.1% | -11.0% | -12.9% |
| YTD | -5.8% | +14.8% | -20.6% | -20.7% |
| 1Y | -19.6% | +21.2% | -40.8% | -36.8% |
| 3Y | -44.9% | +76.6% | -121.4% | -72.5% |
| 5Y | -61.2% | +66.6% | -127.8% | -78.9% |
| 10Y | +75.0% | +222.3% | -147.2% | -53.3% |
| All | +75.0% | +221.4% | -146.4% | -53.3% |
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