+217.5%
MVBF price history and return analytics
+375.2%
-157.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -0.7% | -0.1% | -0.5% | -0.6% |
| 30D | +3.4% | -0.7% | +4.0% | +3.8% |
| 3M | +10.1% | +4.0% | +6.1% | +6.7% |
| 6M | +21.7% | +12.3% | +9.4% | +11.3% |
| YTD | +20.8% | +14.0% | +6.8% | +9.3% |
| 1Y | +32.1% | +20.3% | +11.8% | +14.8% |
| 3Y | +47.6% | +75.4% | -27.8% | -1.0% |
| 5Y | -9.8% | +66.0% | -75.7% | -37.6% |
| 10Y | +191.8% | +228.2% | -36.4% | +46.9% |
| All | +217.5% | +375.2% | -157.7% | +53.8% |
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