+13.9%
MBUU price history and return analytics
+252.0%
-238.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.3% |
| 7D | -15.1% | -2.3% | -12.8% | -11.9% |
| 30D | -10.5% | -5.0% | -5.5% | -4.1% |
| 3M | -29.3% | -4.9% | -24.4% | -24.3% |
| 6M | -21.3% | -1.5% | -19.8% | -18.9% |
| YTD | -28.3% | +8.5% | -36.8% | -34.2% |
| 1Y | -24.9% | +11.4% | -36.3% | -33.2% |
| 3Y | -54.9% | +70.1% | -125.0% | -75.1% |
| 5Y | -73.8% | +53.7% | -127.5% | -83.5% |
| 10Y | +29.4% | +220.0% | -190.5% | -59.6% |
| All | +13.9% | +252.0% | -238.1% | -64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling