-20.0%
MBUU price history and return analytics
+12.2%
-32.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.2% |
| 7D | -1.4% | +2.9% | -4.3% | -5.7% |
| 30D | -7.3% | -2.5% | -4.8% | -3.0% |
| 3M | -30.6% | -3.3% | -27.3% | -26.4% |
| 6M | -27.6% | +1.5% | -29.1% | -28.3% |
| YTD | -27.9% | +11.4% | -39.2% | -34.6% |
| All | -20.0% | +12.2% | -32.3% | -29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling