-71.2%
MBUU price history and return analytics
+57.4%
-128.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +1.0% |
| 7D | -14.4% | +0.4% | -14.7% | -14.0% |
| 30D | -2.2% | -2.6% | +0.4% | +2.1% |
| 3M | -26.7% | -3.2% | -23.5% | -22.7% |
| 6M | -29.7% | +0.9% | -30.6% | -29.9% |
| YTD | -25.0% | +11.3% | -36.3% | -34.2% |
| 1Y | -19.5% | +14.0% | -33.5% | -31.6% |
| 3Y | -50.3% | +75.8% | -126.2% | -75.3% |
| 5Y | -71.2% | +57.8% | -129.1% | -83.6% |
| All | -71.2% | +57.4% | -128.6% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling