+452.3%
MCI vs VT
+374.2%
+78.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.5% | +0.4% | -6.0% | -5.7% |
| 30D | +16.2% | +1.0% | +15.2% | +15.8% |
| 3M | +9.9% | +2.4% | +7.6% | +9.0% |
| 6M | -4.3% | +12.0% | -16.3% | -8.0% |
| YTD | +7.4% | +15.3% | -7.9% | +2.2% |
| 1Y | -5.1% | +22.6% | -27.7% | -11.5% |
| 3Y | +60.7% | +74.7% | -13.9% | +31.9% |
| 5Y | +84.0% | +66.1% | +17.9% | +52.2% |
| 10Y | +112.6% | +225.0% | -112.4% | +37.4% |
| All | +452.3% | +374.2% | +78.1% | +155.2% |
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