+166.3%
MBX price history and return analytics
+43.6%
+122.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.9% |
| 7D | +3.4% | +1.0% | +2.4% | +1.7% |
| 30D | -7.1% | -0.2% | -6.9% | -6.7% |
| 3M | +117.2% | +4.5% | +112.7% | +101.3% |
| 6M | +106.2% | +14.1% | +92.1% | +66.3% |
| YTD | +99.7% | +14.8% | +85.0% | +57.4% |
| 1Y | +477.9% | +21.2% | +456.7% | +313.5% |
| All | +166.3% | +43.6% | +122.8% | +56.4% |
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 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