+130.0%
MBX price history and return analytics
+12.5%
+117.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.8% |
| 7D | +2.4% | -0.1% | +2.6% | +2.7% |
| 30D | +5.8% | -3.1% | +8.9% | +10.4% |
| 3M | -14.8% | -3.5% | -11.3% | -10.5% |
| 6M | +37.5% | +0.5% | +37.0% | +35.8% |
| YTD | +78.6% | +10.8% | +67.8% | +50.4% |
| 1Y | +130.0% | +11.9% | +118.1% | +87.7% |
| All | +130.0% | +12.5% | +117.5% | +87.7% |
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