+186.9%
MCB vs VT
+74.4%
+112.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +0.4% | -0.1% | +0.6% | +0.5% |
| 30D | +11.8% | -3.1% | +14.9% | +15.4% |
| 3M | +4.8% | -3.5% | +8.3% | +8.6% |
| 6M | +7.4% | +0.5% | +6.9% | +5.7% |
| YTD | +28.0% | +10.8% | +17.2% | +11.4% |
| 1Y | +43.3% | +11.9% | +31.4% | +23.0% |
| 3Y | +186.9% | +73.0% | +113.9% | +3.8% |
| All | +186.9% | +74.4% | +112.5% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling