+14.4%
MBUU price history and return analytics
+221.8%
-207.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.5% |
| 7D | -2.3% | +2.4% | -4.6% | -5.2% |
| 30D | -8.1% | -1.5% | -6.5% | -5.6% |
| 3M | -32.2% | -4.1% | -28.1% | -27.8% |
| 6M | -29.8% | +0.6% | -30.3% | -29.6% |
| YTD | -30.0% | +11.0% | -41.0% | -38.0% |
| 1Y | -22.4% | +13.3% | -35.7% | -33.1% |
| 3Y | -53.7% | +73.4% | -127.1% | -76.2% |
| 5Y | -72.3% | +57.4% | -129.8% | -83.8% |
| All | +14.4% | +221.8% | -207.4% | -70.9% |
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