+17.5%
MBUU price history and return analytics
+224.4%
-206.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -1.7% |
| 7D | -17.2% | -0.7% | -16.5% | -15.7% |
| 30D | -5.0% | -1.7% | -3.3% | -2.1% |
| 3M | -30.9% | -2.3% | -28.6% | -28.2% |
| 6M | -30.9% | +1.5% | -32.4% | -31.6% |
| YTD | -27.3% | +12.0% | -39.4% | -36.5% |
| 1Y | -20.5% | +12.9% | -33.4% | -31.1% |
| 3Y | -52.6% | +74.9% | -127.5% | -75.9% |
| 5Y | -71.1% | +59.9% | -131.0% | -83.4% |
| 10Y | +17.5% | +224.6% | -207.1% | -70.7% |
| All | +17.5% | +224.4% | -206.9% | -70.7% |
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