+85.1%
MCI vs VT
+65.7%
+19.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.3% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +15.6% | -0.7% | +16.2% | +15.7% |
| 3M | +14.1% | +4.0% | +10.1% | +13.2% |
| 6M | -2.1% | +12.3% | -14.4% | -4.4% |
| YTD | +8.2% | +14.0% | -5.9% | +5.3% |
| 1Y | -3.8% | +20.3% | -24.1% | -7.3% |
| 3Y | +56.0% | +75.4% | -19.4% | +39.5% |
| 5Y | +85.1% | +66.0% | +19.1% | +65.9% |
| All | +85.1% | +65.7% | +19.4% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling